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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 | $55,446-11.1% | $155,574-68.3% | $74,429-33.8% |
| Participation rate | 62.8% | 61.9%+0.9pp | 78.2%-15.4pp | 67.2%-4.4pp |
| Annual return | 14.00% | 269.20%-255.2pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $2,131 | $2,266-6.0% | $4,676-54.4% | $2,625-18.8% |
| Participant deferral / active EE | $1,734 | $2,836-38.9% | $5,629-69.2% | $4,348-60.1% |
| Admin fee / account holder | $148 | $1,743-91.5% | $15,914-99.1% | $1,944-92.4% |