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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS COMPANY Service code 26 · EIN 26-3199152 | Advisory (Participants) | $6,929 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $4,406 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,743 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $432 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,845 | $58,888-81.6% | $178,498-93.9% | $73,493-85.2% |
| Participation rate | 82.9% | 66.2%+16.7pp | 81.9%+1.0pp | 70.7%+12.2pp |
| Annual return | 5.71% | 24.86%-19.2pp | 151.09%-145.4pp | 28.51%-22.8pp |
| Employer contribution / active EE | $286 | $2,236-87.2% | $5,011-94.3% | $2,270-87.4% |
| Participant deferral / active EE | $1,800 | $2,568-29.9% | $5,202-65.4% | $3,740-51.9% |
| Admin fee / account holder | $77 | $400-80.8% | $13,985-99.5% | $513-85.1% |