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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES Service code 22 · EIN 04-1590850 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Insurance Broker | $23,382 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,659 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,048 | $46,732-10.0% | $156,551-73.1% | $55,167-23.8% |
| Participation rate | 43.1% | 65.8%-22.7pp | 84.0%-40.9pp | 69.0%-25.9pp |
| Annual return | 6.22% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $635 | $2,105-69.8% | $5,501-88.5% | $1,963-67.7% |
| Participant deferral / active EE | $1,365 | $2,204-38.1% | $4,871-72.0% | $3,054-55.3% |
| Admin fee / account holder | $52 | $418-87.6% | $13,028-99.6% | $504-89.7% |