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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,610 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,320 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $849 |
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.
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 | $7,936 | $43,999-82.0% | $79,467-90.0% | $55,725-85.8% |
| Participation rate | 52.7% | 66.9%-14.2pp | 73.3%-20.7pp | 70.9%-18.2pp |
| Annual return | 6.57% | 1.81%+4.8pp | 718.30%-711.7pp | 244.93%-238.4pp |
| Employer contribution / active EE | $847 | $1,830-53.7% | $2,800-69.7% | $2,078-59.2% |
| Participant deferral / active EE | $366 | $2,538-85.6% | $3,704-90.1% | $3,356-89.1% |
| Admin fee / account holder | $38 | $118-67.6% | $5,104-99.3% | $115-67.0% |