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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,380 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $450 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $101 |
Filed as: ENVEST RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 | Investment Management | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,816 | $71,192-66.5% | $117,861-79.8% | $62,293-61.8% |
| Participation rate | 54.3% | 74.2%-19.9pp | 79.7%-25.4pp | 69.5%-15.2pp |
| Annual return | 17.20% | 18.66%-1.5pp | 335.11%-317.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,975 | $1,934+2.1% | $3,786-47.8% | $2,042-3.3% |
| Participant deferral / active EE | $1,413 | $3,189-55.7% | $4,482-68.5% | $3,169-55.4% |
| Admin fee / account holder | $6 | $587-98.9% | $8,021-99.9% | $479-98.7% |