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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $27,727 |
CARPENTER MORSE GROUP1 year Service code 13 2170 WEST STATE RD 434 STE 280 · LONGWOOD, FL 32779 | Contract Administrator | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,195 | $102,422-19.7% | $147,117-44.1% | $80,959+1.5% |
| Participation rate | 95.4% | 75.9%+19.5pp | 82.2%+13.2pp | 67.7%+27.7pp |
| Annual return | 14.74% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,478 | $3,717+20.5% | $4,932-9.2% | $2,757+62.4% |
| Participant deferral / active EE | $4,189 | $6,652-37.0% | $8,065-48.1% | $4,300-2.6% |
| Admin fee / account holder | -$35 | $7,953-100.4% | $12,993-100.3% | $6,925-100.5% |