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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $25,425 |
Service code 99 W7435 COUNTY ROAD AW · WAUPUN, WI 53963 | Other Fees | $13,003 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: RETIREMENT ADVANTAGE, INC. Service code 13 47 PARK PL STE 850 · APPLETON, WI 549148233 | Contract Administrator | $905 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $525 |
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 | $105,639 | $63,114+67.4% | $92,915+13.7% | $65,186+62.1% |
| Participation rate | 90.6% | 68.8%+21.8pp | 76.0%+14.5pp | 70.2%+20.4pp |
| Annual return | 22.58% | 28.75%-6.2pp | 109.45%-86.9pp | 29.39%-6.8pp |
| Employer contribution / active EE | $2,696 | $2,571+4.9% | $3,653-26.2% | $2,177+23.8% |
| Participant deferral / active EE | $4,236 | $3,108+36.3% | $4,238-0.1% | $3,514+20.5% |
| Admin fee / account holder | $200 | $624-67.9% | $5,796-96.5% | $847-76.4% |