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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 47294 PROGRESS CT STE B · SOLDOTNA, AK 996698329 | Advisory (Plan) | $8,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,043 | $58,895-77.9% | $178,503-92.7% | $73,497-82.3% |
| Participation rate | 36.9% | 66.2%-29.3pp | 81.9%-45.0pp | 70.7%-33.7pp |
| Annual return | 15.89% | 24.86%-9.0pp | 151.12%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $344 | $2,236-84.6% | $5,011-93.1% | $2,270-84.9% |
| Participant deferral / active EE | $1,066 | $2,567-58.5% | $5,202-79.5% | $3,740-71.5% |
| Admin fee / account holder | $91 | $400-77.3% | $13,987-99.4% | $513-82.3% |