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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $12,645 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,904 |
LOREN D. STARK COMPANY2 years Service code 49 · EIN 74-1537058 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,956 | $89,355-79.9% | $141,162-87.3% | $72,985-75.4% |
| Participation rate | 80.9% | 75.1%+5.8pp | 82.5%-1.6pp | 69.5%+11.4pp |
| Annual return | 15.42% | 111.85%-96.4pp | 71.39%-56.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $3,011 | $3,114-3.3% | $4,735-36.4% | $2,440+23.4% |
| Participant deferral / active EE | $1,407 | $5,418-74.0% | $6,709-79.0% | $3,607-61.0% |
| Admin fee / account holder | $43 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |