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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 47294 PROGRESS CT STE B · SOLDOTNA, AK 996698329 | Advisory (Plan) | $6,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,763 | $65,125-75.8% | $143,797-89.0% | $66,949-76.5% |
| Participation rate | 42.7% | 65.2%-22.5pp | 80.3%-37.7pp | 69.8%-27.2pp |
| Annual return | -17.61% | -11.13%-6.5pp | -0.04%-17.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $374 | $2,362-84.2% | $4,952-92.4% | $2,545-85.3% |
| Participant deferral / active EE | $1,097 | $2,920-62.4% | $5,638-80.5% | $4,239-74.1% |
| Admin fee / account holder | $115 | $503-77.1% | $14,679-99.2% | $594-80.6% |