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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) | $26,571 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,306 | $101,653-29.9% | $147,080-51.5% | $74,459-4.2% |
| Participation rate | 86.1% | 75.6%+10.6pp | 82.2%+3.9pp | 67.2%+18.9pp |
| Annual return | 15.99% | 8754.98%-8739.0pp | 420.17%-404.2pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $673 | $3,813-82.3% | $4,933-86.4% | $2,626-74.4% |
| Participant deferral / active EE | $4,503 | $7,304-38.3% | $8,066-44.2% | $4,350+3.5% |
| Admin fee / account holder | $131 | $1,752-92.5% | $12,989-99.0% | $1,945-93.3% |