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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $29,312 |
EDWARD JONES1 year Filed as: EDWARD JONES AND CO Service code 16 | Consulting | $15,945 |
Filed as: EDWARD D JONES Service code 16 · EIN 43-0345811 | Consulting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,657 | $46,332-46.8% | $143,799-82.9% | $64,819-62.0% |
| Participation rate | 79.7% | 64.2%+15.5pp | 80.3%-0.6pp | 71.5%+8.2pp |
| Annual return | -12.77% | -10.05%-2.7pp | -0.04%-12.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $818 | $1,911-57.2% | $4,952-83.5% | $2,507-67.4% |
| Participant deferral / active EE | $2,819 | $2,647+6.5% | $5,638-50.0% | $4,311-34.6% |
| Admin fee / account holder | $8 | $154-94.6% | $14,677-99.9% | $188-95.6% |