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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,424 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,881 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $20,053 | $47,180-57.5% | $149,723-86.6% | $74,473-73.1% |
| Participation rate | 29.0% | 63.4%-34.4pp | 78.8%-49.7pp | 70.7%-41.7pp |
| Annual return | 21.09% | 22.75%-1.7pp | 134.50%-113.4pp | 34.36%-13.3pp |
| Employer contribution / active EE | $720 | $1,907-62.2% | $4,821-85.1% | $2,638-72.7% |
| Participant deferral / active EE | $1,475 | $2,730-46.0% | $5,682-74.0% | $4,530-67.4% |
| Admin fee / account holder | $154 | $343-55.3% | $13,215-98.8% | $347-55.8% |