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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,759 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,277 | $63,114-60.0% | $92,915-72.8% | $65,186-61.2% |
| Participation rate | 32.9% | 68.8%-35.9pp | 76.0%-43.1pp | 70.2%-37.3pp |
| Annual return | 21.22% | 28.75%-7.5pp | 109.45%-88.2pp | 29.39%-8.2pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $958 | $3,108-69.2% | $4,238-77.4% | $3,514-72.8% |
| Admin fee / account holder | $121 | $624-80.6% | $5,796-97.9% | $847-85.8% |