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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Filed as: EDWARD D JONES & CO L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $18,132 |
AVINTUS1+ years Service code 13 · EIN 04-3682160 113 SEABOARD LN, STE B150 · FRANKLIN, TN 37067 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $77,036 | $43,423+77.4% | $78,676-2.1% | $55,167+39.6% |
| Participation rate | 52.9% | 68.0%-15.1pp | 73.6%-20.7pp | 69.0%-16.1pp |
| Annual return | 66.20% | 11.53%+54.7pp | 62.19%+4.0pp | 169.23%-103.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,656 | $2,509+5.9% | $3,517-24.5% | $3,054-13.0% |
| Admin fee / account holder | $108 | $416-74.1% | $4,510-97.6% | $504-78.6% |