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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,369 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,592 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $32,759 | $80,753-59.4% | $136,297-76.0% | $62,293-47.4% |
| Participation rate | 77.2% | 73.5%+3.6pp | 81.9%-4.7pp | 69.5%+7.7pp |
| Annual return | 21.58% | 35.83%-14.3pp | 5156.16%-5134.6pp | 28.90%-7.3pp |
| Employer contribution / active EE | $2,553 | $2,884-11.5% | $4,696-45.6% | $2,042+25.0% |
| Participant deferral / active EE | $3,536 | $5,164-31.5% | $6,247-43.4% | $3,169+11.6% |
| Admin fee / account holder | $236 | $525-55.1% | $9,244-97.4% | $479-50.7% |