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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,750 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 9825 S MASON RD STE 280 · RICHMOND, TX 77406 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,668 | $61,616+14.7% | $105,754-33.2% | $55,167+28.1% |
| Participation rate | 67.7% | 72.9%-5.2pp | 78.9%-11.2pp | 69.0%-1.3pp |
| Annual return | 7.96% | 11.15%-3.2pp | 12.25%-4.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,336 | $4,213+2.9% | $5,326-18.6% | $3,054+42.0% |
| Admin fee / account holder | $32 | $379-91.5% | $8,309-99.6% | $504-93.6% |