Filed June 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $37,300 |
Service code 15 · EIN 36-3429599 | Recordkeeping | $17,512 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,546 |
ADP BROKER-DEALER5 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 | $77,794 | $100,801-22.8% | $149,745-48.0% | $73,412+6.0% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.5%+15.2pp | 72.2%+25.5pp |
| Annual return | 19.44% | 265.34%-245.9pp | 276.72%-257.3pp | 59.30%-39.9pp |
| Employer contribution / active EE | $2,778 | $3,312-16.1% | $4,646-40.2% | $2,234+24.3% |
| Participant deferral / active EE | $8,841 | $6,404+38.0% | $6,843+29.2% | $3,806+132.3% |
| Admin fee / account holder | $8 | $181-95.5% | $9,312-99.9% | $158-94.8% |