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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $18,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,300 | $76,112-12.9% | $96,534-31.3% | $71,511-7.3% |
| Participation rate | 53.3% | 74.4%-21.1pp | 76.0%-22.7pp | 67.9%-14.7pp |
| Annual return | 23.01% | 22.81%+0.2pp | 25.88%-2.9pp | 28.86%-5.8pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,278 | $4,217-46.0% | $4,851-53.0% | $4,291-46.9% |
| Admin fee / account holder | $141 | $2,708-94.8% | $8,253-98.3% | $1,588-91.1% |