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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Service code 17 · EIN 43-0345811 | Pension Consulting | $10,366 |
PENSION ASSURANCE LLP2 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 10 · EIN 34-1944834 | Accounting | $6,638 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 · EIN 95-1411037 | Recordkeeping | $4,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,767 | $79,209-64.9% | $102,434-72.9% | $74,459-62.7% |
| Participation rate | 50.7% | 74.8%-24.1pp | 76.5%-25.8pp | 67.2%-16.5pp |
| Annual return | 14.55% | 54.98%-40.4pp | 29.46%-14.9pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $270 | $2,362-88.6% | $3,023-91.1% | $2,626-89.7% |
| Participant deferral / active EE | $1,873 | $4,417-57.6% | $5,055-62.9% | $4,350-56.9% |
| Admin fee / account holder | $250 | $2,002-87.5% | $9,462-97.4% | $1,945-87.1% |