Filed May 5, 2025 (most recent of 7 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,495 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS INC Service code 13 · EIN 25-1541083 | Contract Administrator | $12,174 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,198 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,816 | $80,781-33.4% | $102,437-47.5% | $74,478-27.7% |
| Participation rate | 95.0% | 65.7%+29.3pp | 74.5%+20.5pp | 67.2%+27.8pp |
| Annual return | 13.44% | 27.58%-14.1pp | 24.95%-11.5pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $5,123 | $3,160+62.1% | $3,871+32.4% | $2,626+95.1% |
| Participant deferral / active EE | $2,415 | $3,862-37.5% | $5,060-52.3% | $4,350-44.5% |
| Admin fee / account holder | $219 | $2,372-90.8% | $8,388-97.4% | $1,946-88.7% |