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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $36,163 |
EDWARD JONES2 years Filed as: EDWARD JONES AND CO Service code 16 | Consulting | $19,579 |
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 | $30,904 | $47,163-34.5% | $149,696-79.4% | $74,460-58.5% |
| Participation rate | 73.7% | 63.4%+10.3pp | 78.8%-5.1pp | 70.7%+3.0pp |
| Annual return | 17.91% | 22.75%-4.8pp | 134.46%-116.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $834 | $1,907-56.3% | $4,821-82.7% | $2,638-68.4% |
| Participant deferral / active EE | $2,868 | $2,730+5.0% | $5,682-49.5% | $4,530-36.7% |
| Admin fee / account holder | $11 | $343-96.9% | $13,212-99.9% | $348-96.9% |