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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $47,865 |
EDWARD JONES3 years Filed as: EDWARD JONES AND CO Service code 16 | Consulting | $25,277 |
Filed as: EDWARD D JONES Service code 16 · EIN 43-0345811 | Consulting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,265 | $50,919-30.7% | $155,556-77.3% | $77,762-54.7% |
| Participation rate | 80.1% | 63.1%+17.0pp | 78.2%+1.8pp | 70.6%+9.5pp |
| Annual return | 13.56% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,044 | $1,991-47.6% | $4,675-77.7% | $2,728-61.7% |
| Participant deferral / active EE | $3,430 | $2,824+21.5% | $5,631-39.1% | $4,651-26.2% |
| Admin fee / account holder | $12 | $437-97.3% | $15,885-99.9% | $433-97.3% |