See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $44,626 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,514 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,364 |
THE HASLAUER GROUP, INC.7+ years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $3,250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,909 | $84,487-4.2% | $125,339-35.4% | $66,914+20.9% |
| Participation rate | 61.7% | 76.4%-14.8pp | 82.4%-20.7pp | 69.8%-8.1pp |
| Annual return | -16.68% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,198 | $3,553-38.1% | $4,814-54.3% | $2,544-13.6% |
| Participant deferral / active EE | $3,067 | $6,781-54.8% | $7,446-58.8% | $4,237-27.6% |
| Admin fee / account holder | $48 | $685-93.0% | $10,010-99.5% | $593-91.9% |