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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,066 |
CROWE LLP2 years Filed as: CROWE HORWATCH Service code 50 · EIN 35-0921680 | Direct Payment | $10,512 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,687 |
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 | $86,737 | $43,999+97.1% | $79,467+9.1% | $55,725+55.7% |
| Participation rate | 17.5% | 66.9%-49.4pp | 73.3%-55.8pp | 70.9%-53.3pp |
| Annual return | 10.49% | 1.81%+8.7pp | 718.30%-707.8pp | 244.93%-234.4pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $819 | $2,538-67.7% | $3,704-77.9% | $3,356-75.6% |
| Admin fee / account holder | $106 | $118-9.7% | $5,104-97.9% | $115-7.8% |