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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 17 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 631313710 | Pension Consulting | $19,308 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 · EIN 38-3478073 3060 LAKE ESTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $450 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S. HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping | $175 |
Service code 28 · EIN 01-0233346 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,733 | $73,638-39.3% | $95,964-53.4% | $73,497-39.1% |
| Participation rate | 68.4% | 76.2%-7.7pp | 77.1%-8.7pp | 70.7%-2.3pp |
| Annual return | 19.84% | 16.78%+3.1pp | 91.64%-71.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $2,856 | $1,863+53.3% | $2,541+12.4% | $2,270+25.8% |
| Participant deferral / active EE | $4,872 | $3,617+34.7% | $4,167+16.9% | $3,740+30.3% |
| Admin fee / account holder | $5 | $482-99.0% | $6,797-99.9% | $513-99.0% |