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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,584 |
EDWARD JONES4 years Filed as: EDWARD JONES - JESSIE O'BRIEN Service code 17 · EIN 43-1591643 | Pension Consulting | $7,659 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,100 | $61,391-28.2% | $149,723-70.5% | $71,529-38.3% |
| Participation rate | 73.6% | 62.5%+11.1pp | 78.8%-5.1pp | 67.9%+5.7pp |
| Annual return | 22.18% | 35.88%-13.7pp | 134.50%-112.3pp | 28.97%-6.8pp |
| Employer contribution / active EE | $926 | $2,384-61.1% | $4,821-80.8% | $2,590-64.2% |
| Participant deferral / active EE | $4,815 | $2,921+64.9% | $5,682-15.3% | $4,291+12.2% |
| Admin fee / account holder | $229 | $1,264-81.8% | $13,215-98.3% | $1,588-85.6% |