Filed May 5, 2025 (most recent of 7 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $81,135 |
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $28,365 |
METRO BENEFITS, INC.4 years Filed as: METRO BENEFITS INC. Service code 37 · EIN 25-1541083 | Loan Processing | $3,305 |
RELIANCE TRUST COMPANY7+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,891 | $77,670-33.2% | $109,163-52.5% | $79,393-34.6% |
| Participation rate | 90.7% | 67.8%+22.9pp | 75.9%+14.8pp | 70.7%+20.0pp |
| Annual return | 14.48% | 23.44%-9.0pp | 25.75%-11.3pp | 116.87%-102.4pp |
| Employer contribution / active EE | $3,387 | $2,798+21.0% | $3,723-9.0% | $2,428+39.5% |
| Participant deferral / active EE | $2,212 | $3,518-37.1% | $4,654-52.5% | $4,046-45.3% |
| Admin fee / account holder | $272 | $732-62.8% | $6,754-96.0% | $627-56.5% |