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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $30,167 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,717 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,950 | $88,360-19.7% | $145,433-51.2% | $67,986+4.4% |
| Participation rate | 83.1% | 65.5%+17.6pp | 82.1%+1.0pp | 57.2%+25.9pp |
| Annual return | 17.10% | 63.15%-46.0pp | 66.58%-49.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $597 | $3,054-80.4% | $4,554-86.9% | $2,019-70.4% |
| Participant deferral / active EE | $4,018 | $5,932-32.3% | $7,897-49.1% | $3,358+19.7% |
| Admin fee / account holder | $135 | $3,313-95.9% | $13,129-99.0% | $3,203-95.8% |