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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 | $102,382-19.7% | $147,005-44.1% | $80,874+1.6% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.8pp |
| Annual return | 14.74% | 134.89%-120.2pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $4,478 | $3,715+20.6% | $4,934-9.2% | $2,756+62.5% |
| Participant deferral / active EE | $4,189 | $6,646-37.0% | $8,070-48.1% | $4,297-2.5% |
| Admin fee / account holder | -$35 | $7,942-100.4% | $13,006-100.3% | $6,935-100.5% |