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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,257 |
EDWARD JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,044 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,454 | $49,796-77.0% | $136,867-91.6% | $69,255-83.5% |
| Participation rate | 62.5% | 62.1%+0.4pp | 74.5%-12.0pp | 69.0%-6.5pp |
| Annual return | 11.92% | 12.45%-0.5pp | 42.97%-31.0pp | 26.73%-14.8pp |
| Employer contribution / active EE | $673 | $2,044-67.1% | $3,547-81.0% | $2,645-74.6% |
| Participant deferral / active EE | $515 | $2,062-75.0% | $4,924-89.5% | $2,890-82.2% |
| Admin fee / account holder | $47 | $484-90.3% | $10,340-99.5% | $733-93.6% |