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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $19,477 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,113 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $900 |
Filed as: ENVESTMENT RETIREMENT SERVICES, LLC Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,287 | $47,977-16.0% | $154,108-73.9% | $56,289-28.4% |
| Participation rate | 47.8% | 66.2%-18.4pp | 83.0%-35.2pp | 69.9%-22.0pp |
| Annual return | -6.15% | 3.54%-9.7pp | 735.21%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $470 | $2,169-78.3% | $5,298-91.1% | $2,111-77.7% |
| Participant deferral / active EE | $1,660 | $2,392-30.6% | $5,081-67.3% | $3,350-50.4% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |