Filed November 7, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $3,793 |
SECURITY NATIONAL BANK4+ years Service code 13 601 PIERCE ST · SIOUX CITY, IA 511011205 | Contract Administrator | $3,253 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,396 | $37,196-66.7% | $154,111-92.0% | $55,725-77.8% |
| Participation rate | 41.2% | 64.1%-22.9pp | 83.0%-41.9pp | 70.9%-29.7pp |
| Annual return | -4.46% | 1319.68%-1324.1pp | 735.18%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $359 | $1,614-77.8% | $5,298-93.2% | $2,078-82.7% |
| Participant deferral / active EE | $1,010 | $2,068-51.2% | $5,081-80.1% | $3,356-69.9% |
| Admin fee / account holder | $28 | $102-72.1% | $13,411-99.8% | $115-75.4% |