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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $16,840 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,285 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $71,281 | $86,692-17.8% | $119,634-40.4% | $66,949+6.5% |
| Participation rate | 89.9% | 75.6%+14.4pp | 79.3%+10.7pp | 69.8%+20.1pp |
| Annual return | -16.03% | -8.00%-8.0pp | -14.98%-1.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,263 | $2,536-50.2% | $4,232-70.2% | $2,545-50.4% |
| Participant deferral / active EE | $4,970 | $4,360+14.0% | $5,601-11.3% | $4,239+17.3% |
| Admin fee / account holder | $201 | $755-73.4% | $10,329-98.1% | $594-66.2% |