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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,648 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,989 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $740 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,402 | $45,079-30.3% | $69,461-54.8% | $72,983-57.0% |
| Participation rate | 95.0% | 68.5%+26.5pp | 74.6%+20.4pp | 69.5%+25.5pp |
| Annual return | 3.66% | 22.65%-19.0pp | 28.97%-25.3pp | 81.01%-77.3pp |
| Employer contribution / active EE | $1,161 | $2,055-43.5% | $2,779-58.2% | $2,440-52.4% |
| Participant deferral / active EE | $1,390 | $2,603-46.6% | $3,536-60.7% | $3,608-61.5% |
| Admin fee / account holder | $149 | $3,056-95.1% | $3,840-96.1% | $5,124-97.1% |