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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 15 · EIN 43-0345811 | Recordkeeping | $8,324 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,393 |
ADP BROKER-DEALER7 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,966 | $45,872-52.1% | $77,096-71.5% | $68,486-67.9% |
| Participation rate | 31.0% | 55.9%-24.9pp | 67.9%-36.9pp | 67.9%-36.9pp |
| Annual return | -16.20% | 1.73%-17.9pp | 42.35%-58.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,042 | $2,963+137.7% | $4,429+59.0% | $4,028+74.9% |
| Admin fee / account holder | $161 | $3,041-94.7% | $5,428-97.0% | $5,404-97.0% |