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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $46,705 |
DULIN, WARD & DEWALD, INC.1+ years Filed as: DULIN, WARD, & DEWALD, INC. Service code 15 · EIN 35-1344820 | Recordkeeping | $8,559 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 3919 SOUTHWESTERN AVE · MARION, IN 46953 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,588 | $30,979-78.7% | $67,704-90.3% | $59,188-88.9% |
| Participation rate | 47.7% | 40.5%+7.2pp | 67.5%-19.8pp | 69.4%-21.7pp |
| Annual return | -2.06% | -1.74%-0.3pp | 25.41%-27.5pp | 5.51%-7.6pp |
| Employer contribution / active EE | $318 | $807-60.7% | $2,559-87.6% | $2,098-84.9% |
| Participant deferral / active EE | $498 | $1,603-68.9% | $3,585-86.1% | $3,265-84.8% |
| Admin fee / account holder | $49 | $81-39.1% | $4,255-98.8% | $92-46.5% |