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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,810 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,125 |
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.
Annual investment return 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.
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 | $19,259 | $66,302-71.0% | $110,243-82.5% | $56,289-65.8% |
| Participation rate | 61.5% | 74.9%-13.5pp | 79.8%-18.4pp | 69.9%-8.4pp |
| Annual return | -7.44% | -1.18%-6.3pp | 314.76%-322.2pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,005 | $2,047-2.1% | $3,827-47.6% | $2,111-5.0% |
| Participant deferral / active EE | $2,588 | $3,381-23.5% | $4,672-44.6% | $3,350-22.8% |
| Admin fee / account holder | $6 | $698-99.1% | $8,548-99.9% | $521-98.8% |