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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,287 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,314 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW INVESTMENT MANAGEMENT INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $35,490 | $38,365-7.5% | $84,637-58.1% | $65,186-45.6% |
| Participation rate | 70.9% | 55.7%+15.2pp | 68.2%+2.6pp | 70.2%+0.7pp |
| Annual return | 28.80% | 32.00%-3.2pp | 258.82%-230.0pp | 29.39%-0.6pp |
| Employer contribution / active EE | $643 | $1,258-48.9% | $2,653-75.8% | $2,177-70.5% |
| Participant deferral / active EE | $3,518 | $2,278+54.4% | $3,900-9.8% | $3,514+0.1% |
| Admin fee / account holder | $42 | $451-90.8% | $4,914-99.2% | $847-95.1% |