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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,125 |
EDWARD JONES2 years Service code 27 | Advisory (Plan) | $32,434 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD · WEXFORD, PA 15090 | Contract Administrator | $10,847 |
EDWARD JONES3 years Filed as: EDWARD JONES & CO LP Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$25,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,853 | $55,446-15.5% | $155,574-69.9% | $74,429-37.1% |
| Participation rate | 93.9% | 61.9%+32.0pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 12.61% | 269.20%-256.6pp | 64.87%-52.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,446 | $2,266+8.0% | $4,676-47.7% | $2,625-6.8% |
| Participant deferral / active EE | $3,465 | $2,836+22.2% | $5,629-38.4% | $4,348-20.3% |
| Admin fee / account holder | $274 | $1,743-84.3% | $15,914-98.3% | $1,944-85.9% |