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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $6,621 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,490 |
ADP BROKER-DEALER5 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,976 | $43,133-53.7% | $89,435-77.7% | $73,497-72.8% |
| Participation rate | 21.0% | 55.0%-34.0pp | 68.0%-47.0pp | 70.7%-49.7pp |
| Annual return | 16.44% | 135.66%-119.2pp | 245.55%-229.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,838 | $2,445-24.8% | $3,890-52.8% | $3,740-50.9% |
| Admin fee / account holder | $119 | $444-73.2% | $4,884-97.6% | $513-76.8% |