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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 28 · EIN 43-0345811 | Investment Management | $27,579 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $23,656 |
Filed as: BLUE SKY 401K SPECIALISTS, INC. Service code 13 · EIN 81-3622920 | Contract Administrator | $1,400 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,875 | $77,670+130.3% | $109,163+63.9% | $79,393+125.3% |
| Participation rate | 58.8% | 67.8%-9.0pp | 75.9%-17.1pp | 70.7%-11.9pp |
| Annual return | 12.92% | 23.44%-10.5pp | 25.75%-12.8pp | 116.87%-103.9pp |
| Employer contribution / active EE | $1,197 | $2,798-57.2% | $3,723-67.9% | $2,428-50.7% |
| Participant deferral / active EE | $3,596 | $3,518+2.2% | $4,654-22.7% | $4,046-11.1% |
| Admin fee / account holder | $0 | $732-100.0% | $6,754-100.0% | $627-100.0% |