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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,069 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,883 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,886 | $95,383-85.4% | $185,837-92.5% | $85,856-83.8% |
| Participation rate | 89.3% | 68.8%+20.5pp | 81.7%+7.6pp | 69.3%+20.0pp |
| Annual return | 10.91% | 23.59%-12.7pp | 122.08%-111.2pp | 318.58%-307.7pp |
| Employer contribution / active EE | $795 | $3,313-76.0% | $5,168-84.6% | $2,565-69.0% |
| Participant deferral / active EE | $1,311 | $3,423-61.7% | $5,568-76.5% | $3,952-66.8% |
| Admin fee / account holder | $188 | $7,213-97.4% | $16,241-98.8% | $6,261-97.0% |