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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $3,709 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 600 S. NICOLET · APPLETON, WI 54914 | Contract Administrator | $675 |
Service code 13 | Contract Administrator | $498 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,913 | $45,872-43.5% | $77,081-66.4% | $68,495-62.2% |
| Participation rate | 39.3% | 55.9%-16.6pp | 67.9%-28.6pp | 67.9%-28.5pp |
| Annual return | -16.71% | 1.73%-18.4pp | 42.33%-59.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,960 | $2,963+67.4% | $4,428+12.0% | $4,028+23.2% |
| Admin fee / account holder | $153 | $3,041-95.0% | $5,427-97.2% | $5,403-97.2% |