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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $3,718 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $258 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,409 | $58,093-35.6% | $80,022-53.3% | $56,289-33.5% |
| Participation rate | 22.8% | 73.6%-50.8pp | 75.8%-53.0pp | 69.9%-47.1pp |
| Annual return | -11.33% | 34.63%-46.0pp | 11.22%-22.5pp | -9.96%-1.4pp |
| Employer contribution / active EE | $182 | $1,933-90.6% | $2,468-92.6% | $2,111-91.4% |
| Participant deferral / active EE | $1,374 | $3,136-56.2% | $3,686-62.7% | $3,350-59.0% |
| Admin fee / account holder | $39 | $623-93.8% | $6,521-99.4% | $521-92.6% |