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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $50,530 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $46,194 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $10,190 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $63 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,116 | $50,919+234.1% | $155,556+9.4% | $77,762+118.8% |
| Participation rate | 98.5% | 63.1%+35.5pp | 78.2%+20.3pp | 70.6%+28.0pp |
| Annual return | 15.78% | 34.84%-19.1pp | 64.84%-49.1pp | 31.27%-15.5pp |
| Employer contribution / active EE | $8,355 | $1,991+319.5% | $4,675+78.7% | $2,728+206.3% |
| Participant deferral / active EE | $5,287 | $2,824+87.2% | $5,631-6.1% | $4,651+13.7% |
| Admin fee / account holder | $277 | $437-36.5% | $15,885-98.3% | $433-36.0% |