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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $119,075 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $57,447 |
LOREN D. STARK COMPANY1 year Service code 26 · EIN 74-1537058 | Advisory (Participants) | $11,376 |
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 | $137,676 | $56,540+143.5% | $185,849-25.9% | $86,821+58.6% |
| Participation rate | 99.4% | 65.5%+33.8pp | 81.7%+17.6pp | 72.3%+27.1pp |
| Annual return | 13.20% | 118.20%-105.0pp | 122.10%-108.9pp | 97.94%-84.7pp |
| Employer contribution / active EE | $9,158 | $1,844+396.5% | $5,169+77.2% | $2,406+280.6% |
| Participant deferral / active EE | $5,573 | $2,555+118.1% | $5,569+0.1% | $4,132+34.9% |
| Admin fee / account holder | $150 | $150+0.4% | $16,244-99.1% | $170-11.4% |