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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $46,243 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ & COMPANY PC Service code 99 · EIN 47-0625816 | Other Fees | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,237 | $46,292+38.8% | $143,757-55.3% | $64,808-0.9% |
| Participation rate | 84.2% | 64.2%+19.9pp | 80.3%+3.8pp | 71.5%+12.7pp |
| Annual return | -19.50% | -10.05%-9.5pp | -0.04%-19.5pp | 32.82%-52.3pp |
| Employer contribution / active EE | $1,644 | $1,910-13.9% | $4,951-66.8% | $2,506-34.4% |
| Participant deferral / active EE | $3,287 | $2,646+24.2% | $5,637-41.7% | $4,310-23.7% |
| Admin fee / account holder | $133 | $154-13.6% | $14,673-99.1% | $188-29.2% |