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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,667 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,198 |
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,018 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 · EIN 23-3044062 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,072 | $39,286+37.6% | $80,716-33.0% | $79,386-31.9% |
| Participation rate | 28.6% | 41.0%-12.3pp | 54.2%-25.5pp | 70.7%-42.1pp |
| Annual return | 13.98% | 98.95%-85.0pp | 87.28%-73.3pp | 116.85%-102.9pp |
| Employer contribution / active EE | $263 | $594-55.7% | $1,160-77.3% | $2,427-89.2% |
| Participant deferral / active EE | $1,002 | $1,264-20.7% | $2,146-53.3% | $4,046-75.2% |
| Admin fee / account holder | $340 | $647-47.5% | $3,380-89.9% | $626-45.8% |