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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $44,306 |
NOVA 401(K) ASSOCIATES7 years Service code 13 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $24,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,377 | $63,904+8.6% | $89,340-22.3% | $67,986+2.0% |
| Participation rate | 98.7% | 54.3%+44.4pp | 69.6%+29.2pp | 57.2%+41.5pp |
| Annual return | 16.54% | 18.09%-1.5pp | 20.57%-4.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $5,012 | $1,627+208.0% | $2,231+124.6% | $2,019+148.3% |
| Participant deferral / active EE | $3,980 | $2,691+47.9% | $3,823+4.1% | $3,358+18.5% |
| Admin fee / account holder | $253 | $3,315-92.4% | $6,704-96.2% | $3,203-92.1% |