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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Other insurance wrap fees; Insurance ... | $17,895 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,944 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $2,426 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,232 | $45,123-50.7% | $85,240-73.9% | $74,478-70.1% |
| Participation rate | 78.2% | 49.4%+28.8pp | 67.5%+10.6pp | 67.2%+10.9pp |
| Annual return | 13.49% | 26.32%-12.8pp | 66.75%-53.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $666 | $1,459-54.3% | $2,735-75.6% | $2,626-74.6% |
| Participant deferral / active EE | $1,920 | $2,736-29.8% | $4,527-57.6% | $4,350-55.9% |
| Admin fee / account holder | $67 | $2,215-97.0% | $6,165-98.9% | $1,946-96.5% |