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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 80111 | Advisory (Plan) | $33,566 |
PBMARES, LLP3 years Service code 13 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $14,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,445 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,612 | $55,446-66.4% | $155,574-88.0% | $74,429-75.0% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.8pp | 67.2%+17.8pp |
| Annual return | 13.70% | 269.20%-255.5pp | 64.87%-51.2pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $2,735 | $2,266+20.7% | $4,676-41.5% | $2,625+4.2% |
| Participant deferral / active EE | $2,682 | $2,836-5.4% | $5,629-52.4% | $4,348-38.3% |
| Admin fee / account holder | $167 | $1,743-90.4% | $15,914-99.0% | $1,944-91.4% |