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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $11,092 |
Service code 99 W7435 COUNTY ROAD AW · WAUPUN, WI 53963 | Other Fees | $8,315 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: RETIREMENT ADVANTAGE, INC. Service code 13 47 PARK PL STE 850 · APPLETON, WI 549148233 | Contract Administrator | $980 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $670 |
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 | $98,667 | $58,726+68.0% | $92,240+7.0% | $62,293+58.4% |
| Participation rate | 82.4% | 68.3%+14.0pp | 76.5%+5.9pp | 69.5%+12.8pp |
| Annual return | 19.45% | 43.62%-24.2pp | 176.29%-156.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,638 | $2,392+10.3% | $3,680-28.3% | $2,042+29.2% |
| Participant deferral / active EE | $3,998 | $2,766+44.6% | $3,897+2.6% | $3,169+26.2% |
| Admin fee / account holder | $48 | $556-91.4% | $5,194-99.1% | $479-90.1% |