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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,870 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,612 |
Filed as: MESIROW FINANCIAL INV. MANAGEMENT Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $6,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,642 | $65,125+16.1% | $143,797-47.4% | $66,949+13.0% |
| Participation rate | 70.4% | 65.2%+5.2pp | 80.3%-9.9pp | 69.8%+0.5pp |
| Annual return | -15.68% | -11.13%-4.5pp | -0.04%-15.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,857 | $2,362-21.4% | $4,952-62.5% | $2,545-27.0% |
| Participant deferral / active EE | $2,931 | $2,920+0.4% | $5,638-48.0% | $4,239-30.9% |
| Admin fee / account holder | $237 | $503-52.9% | $14,679-98.4% | $594-60.1% |