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) | $52,903 |
THE HASLAUER GROUP, INC.9+ years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $6,550 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,030 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,269 |
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 | $149,044 | $106,028+40.6% | $146,958+1.4% | $77,643+92.0% |
| Participation rate | 46.7% | 78.4%-31.6pp | 82.2%-35.4pp | 70.6%-23.9pp |
| Annual return | 14.08% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,948 | $4,063-52.1% | $4,933-60.5% | $2,726-28.6% |
| Participant deferral / active EE | $2,922 | $7,990-63.4% | $8,070-63.8% | $4,647-37.1% |
| Admin fee / account holder | $103 | $337-69.5% | $12,998-99.2% | $430-76.1% |