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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO. Service code 50 · EIN 43-0345811 | Direct Payment | $5,699 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 200 HOPMEADOW ROAD · SIMSBURY, CT 06089 | Recordkeeping | $859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,160 | $58,888-74.3% | $178,498-91.5% | $73,493-79.4% |
| Participation rate | 55.4% | 66.2%-10.9pp | 81.9%-26.6pp | 70.7%-15.3pp |
| Annual return | 14.25% | 24.86%-10.6pp | 151.09%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $245 | $2,236-89.0% | $5,011-95.1% | $2,270-89.2% |
| Participant deferral / active EE | $849 | $2,568-66.9% | $5,202-83.7% | $3,740-77.3% |
| Admin fee / account holder | $26 | $400-93.5% | $13,985-99.8% | $513-94.9% |