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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,912 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $6,059 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,541 | $39,286-55.4% | $80,741-78.3% | $79,393-77.9% |
| Participation rate | 53.1% | 41.0%+12.2pp | 54.2%-1.1pp | 70.7%-17.6pp |
| Annual return | 24.30% | 98.95%-74.6pp | 87.30%-63.0pp | 116.87%-92.6pp |
| Employer contribution / active EE | $1,020 | $594+71.7% | $1,160-12.1% | $2,428-58.0% |
| Participant deferral / active EE | $1,796 | $1,264+42.1% | $2,145-16.3% | $4,046-55.6% |
| Admin fee / account holder | $159 | $647-75.4% | $3,380-95.3% | $627-74.6% |