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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $13,616 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,087 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,395 | $78,607-75.3% | $105,624-81.6% | $74,478-74.0% |
| Participation rate | 71.8% | 72.8%-1.0pp | 75.3%-3.4pp | 67.2%+4.6pp |
| Annual return | 15.22% | 15.96%-0.7pp | 116.20%-101.0pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $883 | $2,523-65.0% | $3,168-72.1% | $2,626-66.4% |
| Participant deferral / active EE | $1,911 | $4,325-55.8% | $5,013-61.9% | $4,350-56.1% |
| Admin fee / account holder | $152 | $2,220-93.2% | $10,961-98.6% | $1,946-92.2% |