Filed June 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $45,113 |
Service code 15 · EIN 36-3429599 | Recordkeeping | $12,725 |
Filed as: LEONARD J. MILLER & ASSOCIATES, CHA Service code 15 · EIN 52-1193166 | Recordkeeping | $7,749 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,675 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,202 | $75,388-22.8% | $123,553-52.9% | $55,725+4.4% |
| Participation rate | 94.5% | 75.7%+18.8pp | 82.3%+12.2pp | 70.9%+23.6pp |
| Annual return | -2.77% | 4.48%-7.2pp | 119.21%-122.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $2,626 | $3,063-14.3% | $4,628-43.3% | $2,078+26.3% |
| Participant deferral / active EE | $7,987 | $5,651+41.4% | $6,426+24.3% | $3,356+138.0% |
| Admin fee / account holder | $22 | $120-81.3% | $9,284-99.8% | $115-80.6% |