Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $3,022 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2454 MCMULLEN BOOTH RD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $550 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $344,859-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 23.5%-23.5pp | 5.6%-5.6pp |
| Annual return | -11.38% | 39.82%-51.2pp | -8.04%-3.3pp | 39.82%-51.2pp |
| Employer contribution / active EE | $2,632 | $19,980-86.8% | $29,691-91.1% | $19,980-86.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $13-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $388-100.0% | $62-100.0% |