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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 709 6TH STREET · PORTSMOUTH, OH 45662 | Other Services | $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 | $25,593 | $32,425-21.1% | $74,577-65.7% | $55,167-53.6% |
| Participation rate | 55.1% | 54.0%+1.0pp | 68.1%-13.1pp | 69.0%-13.9pp |
| Annual return | 10.66% | 10.63%0pp | 20.47%-9.8pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,906 | $1,043+82.7% | $2,525-24.5% | $1,963-2.9% |
| Participant deferral / active EE | $4,093 | $1,995+105.2% | $3,458+18.3% | $3,054+34.0% |
| Admin fee / account holder | $26 | $748-96.6% | $4,138-99.4% | $504-94.9% |