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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,860 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI Service code 15 · EIN 72-1396621 | Recordkeeping | $12,500 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $10,820 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $6,669 |
Filed as: RELIASTAR LIFE INS CO Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
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 | $21,801 | $50,860-57.1% | $155,574-86.0% | $77,714-71.9% |
| Participation rate | 76.5% | 63.1%+13.4pp | 78.2%-1.7pp | 70.6%+5.9pp |
| Annual return | 8.27% | 34.86%-26.6pp | 64.87%-56.6pp | 31.26%-23.0pp |
| Employer contribution / active EE | $2,771 | $1,991+39.2% | $4,676-40.7% | $2,727+1.6% |
| Participant deferral / active EE | $1,017 | $2,825-64.0% | $5,629-81.9% | $4,649-78.1% |
| Admin fee / account holder | $109 | $436-75.0% | $15,914-99.3% | $433-74.8% |