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 JONES3 years Service code 27 47294 PROGRESS CT STE B · SOLDOTNA, AK 996698329 | Advisory (Plan) | $8,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,707 | $61,172-71.1% | $185,851-90.5% | $79,389-77.7% |
| Participation rate | 37.5% | 66.6%-29.1pp | 81.7%-44.2pp | 70.7%-33.2pp |
| Annual return | 11.94% | 19.45%-7.5pp | 122.11%-110.2pp | 116.89%-104.9pp |
| Employer contribution / active EE | $409 | $2,321-82.4% | $5,168-92.1% | $2,428-83.1% |
| Participant deferral / active EE | $1,138 | $2,788-59.2% | $5,569-79.6% | $4,046-71.9% |
| Admin fee / account holder | $163 | $710-77.0% | $16,245-99.0% | $626-73.9% |