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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $24,320 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,564 |
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 | $87,537 | $83,045+5.4% | $130,045-32.7% | $71,511+22.4% |
| Participation rate | 93.4% | 74.1%+19.3pp | 78.5%+14.9pp | 67.9%+25.5pp |
| Annual return | 19.14% | 20.61%-1.5pp | -137.30%+156.4pp | 28.86%-9.7pp |
| Employer contribution / active EE | $1,871 | $2,623-28.7% | $4,321-56.7% | $2,589-27.7% |
| Participant deferral / active EE | $5,423 | $4,436+22.3% | $5,820-6.8% | $4,291+26.4% |
| Admin fee / account holder | $270 | $1,727-84.3% | $10,600-97.4% | $1,588-83.0% |