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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,566 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,037 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $447 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,034 | $65,960-84.8% | $81,844-87.7% | $77,736-87.1% |
| Participation rate | 66.4% | 65.8%+0.6pp | 72.4%-6.0pp | 70.6%-4.2pp |
| Annual return | 13.20% | 26.64%-13.4pp | 778.87%-765.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $780 | $2,375-67.2% | $2,916-73.3% | $2,728-71.4% |
| Participant deferral / active EE | $501 | $3,505-85.7% | $4,323-88.4% | $4,651-89.2% |
| Admin fee / account holder | $44 | $526-91.7% | $7,355-99.4% | $433-89.9% |