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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,325 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,031 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,136 | $99,957-52.8% | $149,730-68.5% | $73,493-35.9% |
| Participation rate | 28.6% | 75.7%-47.1pp | 82.5%-53.9pp | 70.7%-42.1pp |
| Annual return | 21.10% | 53.87%-32.8pp | 276.70%-255.6pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,736 | $6,073-54.9% | $6,843-60.0% | $3,740-26.8% |
| Admin fee / account holder | $293 | $551-46.8% | $9,310-96.9% | $513-42.9% |