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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) | $21,476 |
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 | $50,840 | $91,424-44.4% | $135,942-62.6% | $71,495-28.9% |
| Participation rate | 82.5% | 75.7%+6.9pp | 81.9%+0.6pp | 67.9%+14.6pp |
| Annual return | 22.24% | 29.90%-7.7pp | 68.28%-46.0pp | 28.85%-6.6pp |
| Employer contribution / active EE | $705 | $3,704-81.0% | $4,858-85.5% | $2,589-72.8% |
| Participant deferral / active EE | $4,168 | $7,092-41.2% | $7,759-46.3% | $4,291-2.9% |
| Admin fee / account holder | $89 | $1,266-93.0% | $10,764-99.2% | $1,588-94.4% |