Filed October 21, 2021
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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) | $11,637 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $790 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,333 | $29,525+2.7% | $56,033-45.9% | $77,736-61.0% |
| Participation rate | 35.7% | 32.7%+3.0pp | 52.5%-16.8pp | 70.6%-34.9pp |
| Annual return | 11.60% | 18.90%-7.3pp | 1711.38%-1699.8pp | 31.26%-19.7pp |
| Employer contribution / active EE | $265 | $569-53.5% | $1,041-74.6% | $2,728-90.3% |
| Participant deferral / active EE | $1,161 | $1,062+9.4% | $1,954-40.6% | $4,651-75.0% |
| Admin fee / account holder | $191 | $1,040-81.6% | $2,827-93.2% | $433-55.8% |