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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,244 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,613 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,045 | $58,895-40.5% | $178,503-80.4% | $73,497-52.3% |
| Participation rate | 83.8% | 66.2%+17.6pp | 81.9%+1.9pp | 70.7%+13.2pp |
| Annual return | 26.96% | 24.86%+2.1pp | 151.12%-124.2pp | 28.51%-1.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,183 | $2,567+63.0% | $5,202-19.6% | $3,740+11.9% |
| Admin fee / account holder | $210 | $400-47.5% | $13,987-98.5% | $513-59.0% |