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 Service code 22 | Insurance Broker | $44,062 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $17,300 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: EDWARD D JONES & CO. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $33,749 | $50,464-33.1% | $75,784-55.5% | $52,331-35.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.90% | 1.03%-1.9pp | 9.68%-10.6pp | 4.54%-5.4pp |
| Employer contribution / active EE | $660 | $1,988-66.8% | $3,323-80.1% | $1,882-64.9% |
| Participant deferral / active EE | $4,296 | $2,570+67.1% | $3,652+17.6% | $3,022+42.2% |
| Admin fee / account holder | $59 | $1,103-94.7% | $5,300-98.9% | $592-90.1% |