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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,893 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,252 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $26,051 | $61,166-57.4% | $185,849-86.0% | $79,391-67.2% |
| Participation rate | 51.1% | 66.6%-15.5pp | 81.7%-30.6pp | 70.7%-19.6pp |
| Annual return | 19.54% | 19.45%+0.1pp | 122.10%-102.6pp | 116.88%-97.3pp |
| Employer contribution / active EE | $1,248 | $2,321-46.2% | $5,169-75.8% | $2,428-48.6% |
| Participant deferral / active EE | $2,497 | $2,789-10.5% | $5,569-55.2% | $4,046-38.3% |
| Admin fee / account holder | $173 | $710-75.7% | $16,244-98.9% | $627-72.4% |