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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $78,670 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,632 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC. Service code 26 · EIN 74-1537058 | Advisory (Participants) | $8,704 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,970 |
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 | $116,377 | $47,180+146.7% | $149,723-22.3% | $74,473+56.3% |
| Participation rate | 95.3% | 63.4%+31.9pp | 78.8%+16.5pp | 70.7%+24.5pp |
| Annual return | 15.44% | 22.75%-7.3pp | 134.50%-119.1pp | 34.36%-18.9pp |
| Employer contribution / active EE | $8,788 | $1,907+360.8% | $4,821+82.3% | $2,638+233.1% |
| Participant deferral / active EE | $4,866 | $2,730+78.2% | $5,682-14.4% | $4,530+7.4% |
| Admin fee / account holder | $103 | $343-69.9% | $13,215-99.2% | $347-70.3% |