See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,020 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $4,382 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2884967 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,105 | $78,672+90.8% | $109,143+37.5% | $85,850+74.8% |
| Participation rate | 57.1% | 68.3%-11.1pp | 75.9%-18.7pp | 69.3%-12.2pp |
| Annual return | 13.68% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,565 | $2,735-42.8% | $3,722-58.0% | $2,565-39.0% |
| Participant deferral / active EE | $3,145 | $3,467-9.3% | $4,653-32.4% | $3,952-20.4% |
| Admin fee / account holder | $387 | $5,469-92.9% | $6,752-94.3% | $6,260-93.8% |