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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BROCKWAY, GERSBACH, FRANKLIN & NIEM Service code 10 · EIN 74-2531836 PO BOX 7083 · TEMPLE, TX 76505 | Accounting | $7,800 |
EDWARD JONES1+ years Service code 28 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Investment Management | $7,393 |
PREMIER PENSION SOLUTIONS, LLC1+ years Filed as: PREMIER PENSION SOLUTIONS Service code 15 · EIN 20-2274261 P.O. BOX 7247 · WACO, TX 76714 | Recordkeeping | $3,516 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,168 | $52,306-82.5% | $69,779-86.9% | $62,881-85.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 0.59% | 13.35%-12.8pp | 12.99%-12.4pp | 20.14%-19.6pp |
| Employer contribution / active EE | $704 | $1,799-60.9% | $2,338-69.9% | $2,281-69.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $199 | $3,691-94.6% | $4,381-95.5% | $4,296-95.4% |