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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) | $22,921 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,045 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,395 | $84,493-43.9% | $125,381-62.2% | $66,938-29.2% |
| Participation rate | 78.8% | 76.4%+2.4pp | 82.4%-3.6pp | 69.8%+9.0pp |
| Annual return | -19.05% | -8.49%-10.6pp | 572.31%-591.4pp | 1.58%-20.6pp |
| Employer contribution / active EE | $610 | $3,554-82.8% | $4,815-87.3% | $2,545-76.0% |
| Participant deferral / active EE | $3,778 | $6,783-44.3% | $7,448-49.3% | $4,238-10.9% |
| Admin fee / account holder | $103 | $685-85.0% | $10,007-99.0% | $594-82.7% |