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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $20,344 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 99 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Other Fees | $3,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,624 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $226 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,753 | $101,672-29.4% | $147,117-51.2% | $74,478-3.7% |
| Participation rate | 79.5% | 75.5%+4.0pp | 82.2%-2.7pp | 67.2%+12.3pp |
| Annual return | 21.81% | 8757.83%-8736.0pp | 420.54%-398.7pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $3,309 | $3,813-13.2% | $4,932-32.9% | $2,626+26.0% |
| Participant deferral / active EE | $5,535 | $7,305-24.2% | $8,065-31.4% | $4,350+27.2% |
| Admin fee / account holder | $198 | $1,753-88.7% | $12,993-98.5% | $1,946-89.8% |