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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,464 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,735 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $7,147 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,713 | $61,356+51.1% | $149,696-38.1% | $71,511+29.6% |
| Participation rate | 72.0% | 62.5%+9.5pp | 78.8%-6.8pp | 67.9%+4.1pp |
| Annual return | 15.79% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $2,063 | $2,382-13.4% | $4,821-57.2% | $2,589-20.3% |
| Participant deferral / active EE | $3,281 | $2,920+12.4% | $5,682-42.2% | $4,291-23.5% |
| Admin fee / account holder | $271 | $1,263-78.6% | $13,212-97.9% | $1,588-82.9% |