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 · EIN 43-0345811 | Insurance Broker | $19,920 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,218 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $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 | $38,498 | $58,726-34.4% | $92,240-58.3% | $62,293-38.2% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.5%+10.2pp | 69.5%+17.2pp |
| Annual return | 15.71% | 43.62%-27.9pp | 176.29%-160.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,593 | $2,392+8.4% | $3,680-29.5% | $2,042+27.0% |
| Participant deferral / active EE | $1,696 | $2,766-38.7% | $3,897-56.5% | $3,169-46.5% |
| Admin fee / account holder | $54 | $556-90.2% | $5,194-99.0% | $479-88.6% |