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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,061 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,395 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,219 | $46,332-65.0% | $143,797-88.7% | $64,824-75.0% |
| Participation rate | 34.0% | 64.2%-30.3pp | 80.3%-46.4pp | 71.5%-37.5pp |
| Annual return | -19.72% | -10.05%-9.7pp | -0.04%-19.7pp | 32.84%-52.6pp |
| Employer contribution / active EE | $633 | $1,911-66.9% | $4,952-87.2% | $2,507-74.7% |
| Participant deferral / active EE | $1,415 | $2,647-46.5% | $5,638-74.9% | $4,311-67.2% |
| Admin fee / account holder | $121 | $154-21.2% | $14,679-99.2% | $188-35.5% |