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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,775 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,848 | $30,086-24.1% | $61,399-62.8% | $64,814-64.7% |
| Participation rate | 24.0% | 36.4%-12.3pp | 52.6%-28.5pp | 71.5%-47.4pp |
| Annual return | -7.98% | -13.99%+6.0pp | 338.81%-346.8pp | 32.84%-40.8pp |
| Employer contribution / active EE | $426 | $536-20.5% | $1,159-63.3% | $2,507-83.0% |
| Participant deferral / active EE | $745 | $1,126-33.9% | $2,124-65.0% | $4,310-82.7% |
| Admin fee / account holder | $59 | $148-60.5% | $2,131-97.3% | $188-68.8% |