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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,217 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,819 |
PLANTE & MORAN, PLLC8 years Filed as: PLANTE & MORAN PLC Service code 10 · EIN 38-1357951 | Accounting | $19,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,186 | $54,717+17.3% | $86,216-25.6% | $71,511-10.2% |
| Participation rate | 72.6% | 60.1%+12.5pp | 69.0%+3.7pp | 67.9%+4.7pp |
| Annual return | 18.66% | 20.07%-1.4pp | 1169.42%-1150.8pp | 28.86%-10.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,381 | $3,110+40.9% | $3,986+9.9% | $4,291+2.1% |
| Admin fee / account holder | $350 | $1,922-81.8% | $6,853-94.9% | $1,588-78.0% |