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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6+ years Filed as: EDWARD JONES INS AGY OF CA LLC Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,827 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 10 · EIN 93-0839718 3235 HILLCREST PARK DR STE 100 · MEDFORD, OR 97504 | Accounting | $6,563 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $5,482 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,603 | $53,901-24.7% | $134,155-69.7% | $73,493-44.8% |
| Participation rate | 74.9% | 62.8%+12.1pp | 72.2%+2.7pp | 70.7%+4.2pp |
| Annual return | 12.81% | 15.82%-3.0pp | 36.34%-23.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,652 | $1,458+13.3% | $3,705-55.4% | $2,270-27.2% |
| Participant deferral / active EE | $2,739 | $2,7390% | $3,500-21.7% | $3,740-26.8% |
| Admin fee / account holder | $66 | $581-88.7% | $6,685-99.0% | $513-87.2% |