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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO. Service code 33 · EIN 43-0345811 | Securities brokerage | $7,988 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,190 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,267 | $93,182-71.8% | $146,643-82.1% | $79,391-66.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 80.1%-13.4pp | 70.7%-4.0pp |
| Annual return | 12.18% | 21.61%-9.4pp | 22.75%-10.6pp | 116.88%-104.7pp |
| Employer contribution / active EE | $1,115 | $2,420-53.9% | $4,137-73.0% | $2,428-54.1% |
| Participant deferral / active EE | $1,386 | $4,169-66.8% | $5,506-74.8% | $4,046-65.7% |
| Admin fee / account holder | $27 | $585-95.4% | $10,280-99.7% | $627-95.7% |