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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Insurance mortality and expense charg... | $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 | $44,984-50.6% | $85,009-73.8% | $74,546-70.2% |
| Participation rate | 78.2% | 49.4%+28.8pp | 67.5%+10.7pp | 67.2%+11.0pp |
| Annual return | 13.49% | 26.25%-12.8pp | 66.47%-53.0pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $666 | $1,458-54.3% | $2,728-75.6% | $2,624-74.6% |
| Participant deferral / active EE | $1,920 | $2,733-29.7% | $4,522-57.5% | $4,347-55.8% |
| Admin fee / account holder | $67 | $2,208-97.0% | $6,153-98.9% | $1,944-96.5% |