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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,052 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $2,461 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $2,128 |
Filed as: ENVESTMENT RETIREMENT SERVICES, LLC Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
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 | $36,655 | $52,961-30.8% | $172,752-78.8% | $65,185-43.8% |
| Participation rate | 50.5% | 66.2%-15.7pp | 82.6%-32.2pp | 70.2%-19.7pp |
| Annual return | 18.98% | 30.12%-11.1pp | 802.97%-784.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $504 | $2,190-77.0% | $5,144-90.2% | $2,177-76.8% |
| Participant deferral / active EE | $1,980 | $2,471-19.9% | $5,198-61.9% | $3,514-43.6% |
| Admin fee / account holder | $20 | $472-95.7% | $13,955-99.9% | $847-97.6% |