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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 15 · EIN 43-0345811 | Recordkeeping | $8,874 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,323 |
ADP BROKER-DEALER6 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 | $22,397 | $79,694-71.9% | $96,161-76.7% | $79,393-71.8% |
| Participation rate | 20.7% | 54.0%-33.3pp | 68.4%-47.7pp | 70.7%-50.0pp |
| Annual return | 14.98% | 40.84%-25.9pp | 192.01%-177.0pp | 116.87%-101.9pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,798-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,690 | $2,539+5.9% | $4,349-38.2% | $4,046-33.5% |
| Admin fee / account holder | $180 | $630-71.5% | $5,538-96.8% | $627-71.3% |