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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & CO Service code 50 · EIN 43-0345811 | Direct Payment | $3,554 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,105 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,378 | $47,977-61.7% | $154,111-88.1% | $56,287-67.3% |
| Participation rate | 29.6% | 66.2%-36.6pp | 83.0%-53.5pp | 69.9%-40.3pp |
| Annual return | -7.20% | 3.54%-10.7pp | 735.18%-742.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $117 | $2,169-94.6% | $5,298-97.8% | $2,111-94.5% |
| Participant deferral / active EE | $540 | $2,392-77.4% | $5,081-89.4% | $3,350-83.9% |
| Admin fee / account holder | $88 | $438-79.9% | $13,411-99.3% | $521-83.1% |