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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,206-74.1% | $94,057-87.8% | $64,728-82.3% |
| Participation rate | 62.5% | 51.0%+11.5pp | 73.3%-10.8pp | 57.9%+4.6pp |
| Annual return | 11.92% | 259.42%-247.5pp | 480.62%-468.7pp | 49.38%-37.5pp |
| Employer contribution / active EE | $673 | $1,635-58.8% | $2,933-77.0% | $2,243-70.0% |
| Participant deferral / active EE | $515 | $1,902-72.9% | $4,709-89.1% | $2,729-81.1% |
| Admin fee / account holder | $47 | $1,230-96.2% | $7,244-99.4% | $1,145-95.9% |