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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,257 |
EDWARD JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,044 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,454 | $51,878-77.9% | $68,368-83.2% | $79,634-85.6% |
| Participation rate | 62.5% | 53.7%+8.8pp | 73.8%-11.3pp | 62.5%0pp |
| Annual return | 11.92% | 137.43%-125.5pp | 292.57%-280.6pp | 36.46%-24.5pp |
| Employer contribution / active EE | $673 | $1,931-65.1% | $2,649-74.6% | $2,529-73.4% |
| Participant deferral / active EE | $515 | $2,577-80.0% | $4,123-87.5% | $3,835-86.6% |
| Admin fee / account holder | $47 | $942-95.0% | $5,150-99.1% | $1,002-95.3% |