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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $19,019 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $3,517 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,855 |
Filed as: ENVESTMENT RETIREMENT SERVICES, LLC Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
RELIANCE TRUST COMPANY3 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,203 | $58,895-45.3% | $178,503-82.0% | $73,497-56.2% |
| Participation rate | 59.0% | 66.2%-7.2pp | 81.9%-22.9pp | 70.7%-11.7pp |
| Annual return | 11.45% | 24.86%-13.4pp | 151.12%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $709 | $2,236-68.3% | $5,011-85.8% | $2,270-68.8% |
| Participant deferral / active EE | $2,084 | $2,567-18.8% | $5,202-60.0% | $3,740-44.3% |
| Admin fee / account holder | $14 | $400-96.5% | $13,987-99.9% | $513-97.2% |