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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $17,701 |
Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $4,690 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,186 | $75,388-73.2% | $123,553-83.7% | $55,725-63.8% |
| Participation rate | 55.0% | 75.7%-20.7pp | 82.3%-27.3pp | 70.9%-15.9pp |
| Annual return | 3.37% | 4.48%-1.1pp | 119.21%-115.8pp | 244.93%-241.6pp |
| Employer contribution / active EE | $1,455 | $3,063-52.5% | $4,628-68.6% | $2,078-30.0% |
| Participant deferral / active EE | $2,555 | $5,651-54.8% | $6,426-60.2% | $3,356-23.9% |
| Admin fee / account holder | $129 | $120+8.1% | $9,284-98.6% | $115+12.3% |