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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,405 |
Filed as: LAW OFFICES OF R DAVID DANZIGER, PC Service code 13 · EIN 20-8063889 | Contract Administrator | $9,247 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $5,150 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW INVESTMENT MANAGEMENT INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,238 | $52,279+17.1% | $89,435-31.5% | $79,856-23.3% |
| Participation rate | 63.2% | 57.5%+5.7pp | 68.0%-4.8pp | 69.6%-6.4pp |
| Annual return | 16.37% | 22.16%-5.8pp | 245.55%-229.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,239 | $2,740+91.2% | $3,890+34.7% | $3,741+40.0% |
| Admin fee / account holder | $221 | $3,356-93.4% | $4,884-95.5% | $5,306-95.8% |