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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,514 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,591 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $25,372 | $52,961-52.1% | $172,752-85.3% | $65,185-61.1% |
| Participation rate | 82.3% | 66.2%+16.1pp | 82.6%-0.4pp | 70.2%+12.1pp |
| Annual return | 47.67% | 30.12%+17.5pp | 802.97%-755.3pp | 29.38%+18.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,546 | $2,471+43.5% | $5,198-31.8% | $3,514+0.9% |
| Admin fee / account holder | $157 | $472-66.8% | $13,955-98.9% | $847-81.5% |