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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES9+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $10,762 |
ADP BROKER-DEALER9+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,048 |
ADP BROKER-DEALER9+ years Service code 49 | Other Services | $0 |
ADP BROKER-DEALER5 years Filed as: ADP BROKER-DEALER RECORD KEEPER Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,058 | $91,474-70.4% | $135,982-80.1% | $71,529-62.2% |
| Participation rate | 53.8% | 75.7%-21.9pp | 81.9%-28.2pp | 67.9%-14.2pp |
| Annual return | 19.72% | 29.89%-10.2pp | 68.32%-48.6pp | 28.97%-9.3pp |
| Employer contribution / active EE | $1,653 | $3,705-55.4% | $4,859-66.0% | $2,590-36.2% |
| Participant deferral / active EE | $1,696 | $7,095-76.1% | $7,760-78.1% | $4,291-60.5% |
| Admin fee / account holder | $83 | $1,267-93.4% | $10,767-99.2% | $1,588-94.8% |