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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 55 · EIN 43-0345811 | Other Commissions | $6,717 |
QEPS, INC1 year Service code 13 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $4,682 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,419 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,358 | $42,548-66.3% | $74,552-80.7% | $56,287-74.5% |
| Participation rate | 48.1% | 60.5%-12.3pp | 69.1%-21.0pp | 69.9%-21.7pp |
| Annual return | 112.04% | 12.40%+99.6pp | 32.53%+79.5pp | -9.96%+122.0pp |
| Employer contribution / active EE | $285 | $855-66.7% | $1,961-85.5% | $2,111-86.5% |
| Participant deferral / active EE | $953 | $2,277-58.2% | $3,108-69.3% | $3,350-71.6% |
| Admin fee / account holder | $47 | $467-89.9% | $5,060-99.1% | $521-91.0% |