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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,230 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 P.O. BOX 219073 · KANSAS CITY, MO 641219073 | Contract Administrator | $989 |
ALFRED MANZO2 years Filed as: ALFRED L WILLIAMS II WILLIAMS ACTUA Service code 13 2295 W BAY ISLE DR SE · ST PETERSBURG, FL 337053350 | Contract Administrator | $372 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $6,886-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 11.0%-11.0pp |
| Annual return | 8.45% | 4.91%+3.5pp | 7.29%+1.2pp | 8.21%+0.2pp |
| Employer contribution / active EE | $16,000 | $6,090+162.7% | $20,019-20.1% | $13,841+15.6% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $5-100.0% | $1,652-100.0% |