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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES Service code 20 · EIN 43-0345811 | Trustee (individual); Trustee (bank, ... | $8,776 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 16 · EIN 43-1829594 | Consulting | $825 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $749 |
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 | $45,868 | $55,453-17.3% | $170,435-73.1% | $62,293-26.4% |
| Participation rate | 49.7% | 66.4%-16.6pp | 83.6%-33.9pp | 69.5%-19.8pp |
| Annual return | 14.32% | 21.38%-7.1pp | 205.94%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $448 | $2,164-79.3% | $5,432-91.7% | $2,042-78.0% |
| Participant deferral / active EE | $1,560 | $2,303-32.3% | $4,939-68.4% | $3,169-50.8% |
| Admin fee / account holder | $13 | $455-97.2% | $13,881-99.9% | $479-97.3% |