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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $31,163 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,544 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,391 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,217 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,382 | $93,182-1.9% | $146,643-37.7% | $79,391+15.1% |
| Participation rate | 83.3% | 76.4%+6.9pp | 80.1%+3.3pp | 70.7%+12.6pp |
| Annual return | 15.18% | 21.61%-6.4pp | 22.75%-7.6pp | 116.88%-101.7pp |
| Employer contribution / active EE | $1,235 | $2,420-49.0% | $4,137-70.1% | $2,428-49.1% |
| Participant deferral / active EE | $4,562 | $4,169+9.4% | $5,506-17.2% | $4,046+12.8% |
| Admin fee / account holder | $274 | $585-53.2% | $10,280-97.3% | $627-56.3% |