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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,403 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $5,734 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,722 | $52,961-81.6% | $172,752-94.4% | $65,185-85.1% |
| Participation rate | 88.0% | 66.2%+21.8pp | 82.6%+5.3pp | 70.2%+17.8pp |
| Annual return | 18.95% | 30.12%-11.2pp | 802.97%-784.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $662 | $2,190-69.8% | $5,144-87.1% | $2,177-69.6% |
| Participant deferral / active EE | $1,112 | $2,471-55.0% | $5,198-78.6% | $3,514-68.4% |
| Admin fee / account holder | $106 | $472-77.6% | $13,955-99.2% | $847-87.5% |