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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,600 |
EDWARD JONES5 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,523 |
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 | $38,503 | $61,356-37.2% | $149,696-74.3% | $71,511-46.2% |
| Participation rate | 54.3% | 62.5%-8.2pp | 78.8%-24.4pp | 67.9%-13.6pp |
| Annual return | 27.74% | 35.86%-8.1pp | 134.46%-106.7pp | 28.86%-1.1pp |
| Employer contribution / active EE | $1,487 | $2,382-37.6% | $4,821-69.2% | $2,589-42.6% |
| Participant deferral / active EE | $1,077 | $2,920-63.1% | $5,682-81.0% | $4,291-74.9% |
| Admin fee / account holder | $98 | $1,263-92.2% | $13,212-99.3% | $1,588-93.8% |