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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,581 |
EDWARD JONES1+ years Filed as: EDWARD JONES & CO. L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $0 |
WALKER BENEFITS, LLC1+ years Service code 13 · EIN 32-0453512 | Contract Administrator | $0 |
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 | $29,915 | $70,002-57.3% | $115,037-74.0% | $52,331-42.8% |
| Participation rate | 73.5% | 72.1%+1.4pp | 81.4%-7.9pp | 68.1%+5.4pp |
| Annual return | 8.57% | 4.04%+4.5pp | 26.14%-17.6pp | 4.54%+4.0pp |
| Employer contribution / active EE | $1,063 | $2,715-60.8% | $4,608-76.9% | $1,882-43.5% |
| Participant deferral / active EE | $3,161 | $4,920-35.7% | $6,026-47.5% | $3,022+4.6% |
| Admin fee / account holder | $43 | $566-92.3% | $8,175-99.5% | $592-92.7% |