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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,105 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,412 |
ASCENSUS LLC1 year Filed as: AVINTUS LLC AN ASCENSUS CO Service code 13 · EIN 04-3682160 | Contract Administrator | $2,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $89,107 | $54,237+64.3% | $90,324-1.3% | $67,582+31.9% |
| Participation rate | 17.1% | 68.6%-51.5pp | 73.3%-56.2pp | 71.3%-54.2pp |
| Annual return | 3.71% | 37.27%-33.6pp | 78.15%-74.4pp | 378.57%-374.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $913 | $2,625-65.2% | $3,885-76.5% | $3,539-74.2% |
| Admin fee / account holder | $215 | $123+74.4% | $5,356-96.0% | $142+51.2% |