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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,707 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,284 | $55,470-11.2% | $155,556-68.3% | $74,478-33.8% |
| Participation rate | 62.8% | 61.9%+0.9pp | 78.2%-15.4pp | 67.2%-4.4pp |
| Annual return | 14.00% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $2,131 | $2,267-6.0% | $4,675-54.4% | $2,626-18.9% |
| Participant deferral / active EE | $1,734 | $2,838-38.9% | $5,631-69.2% | $4,350-60.1% |
| Admin fee / account holder | $148 | $1,744-91.5% | $15,885-99.1% | $1,946-92.4% |