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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) | $31,574 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,946 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $4,137 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,828 | $88,890-22.6% | $102,423-32.8% | $77,643-11.4% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.5%+18.8pp | 70.6%+24.7pp |
| Annual return | 29.30% | 24.98%+4.3pp | 29.32%0pp | 31.24%-1.9pp |
| Employer contribution / active EE | $4,217 | $2,698+56.3% | $3,023+39.5% | $2,726+54.7% |
| Participant deferral / active EE | $14,550 | $5,145+182.8% | $5,053+188.0% | $4,647+213.1% |
| Admin fee / account holder | $139 | $235-41.1% | $9,451-98.5% | $430-67.8% |