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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $31,389 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,469 |
ADP BROKER-DEALER6+ 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 | $49,375 | $55,122-10.4% | $104,639-52.8% | $73,497-32.8% |
| Participation rate | 97.1% | 67.7%+29.4pp | 74.1%+23.1pp | 70.7%+26.5pp |
| Annual return | 15.87% | 24.77%-8.9pp | 340.67%-324.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,652 | $1,464+81.1% | $2,682-1.1% | $2,270+16.8% |
| Participant deferral / active EE | $10,603 | $2,919+263.3% | $3,738+183.7% | $3,740+183.5% |
| Admin fee / account holder | $121 | $423-71.4% | $6,465-98.1% | $513-76.4% |