Filed August 14, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & CO, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,336 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,793 | $47,977-56.7% | $154,111-86.5% | $56,287-63.1% |
| Participation rate | 61.5% | 66.2%-4.6pp | 83.0%-21.5pp | 69.9%-8.3pp |
| Annual return | -6.11% | 3.54%-9.6pp | 735.18%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $721 | $2,169-66.7% | $5,298-86.4% | $2,111-65.8% |
| Participant deferral / active EE | $1,311 | $2,392-45.2% | $5,081-74.2% | $3,350-60.9% |
| Admin fee / account holder | $206 | $438-53.0% | $13,411-98.5% | $521-60.5% |