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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,319 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,481 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $42,375 | $51,466-17.7% | $78,778-46.2% | $62,293-32.0% |
| Participation rate | 32.8% | 59.8%-27.0pp | 69.2%-36.4pp | 69.5%-36.7pp |
| Annual return | 11.50% | 19.96%-8.5pp | 35.62%-24.1pp | 28.90%-17.4pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,266 | $2,147-41.1% | $2,958-57.2% | $3,169-60.1% |
| Admin fee / account holder | $133 | $489-72.7% | $5,134-97.4% | $479-72.2% |