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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 2405 TEXAS AVENUE S · COLLEGE STATION, TX 77840 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,909 | $44,425-82.2% | $67,834-88.3% | $55,167-85.7% |
| Participation rate | 51.4% | 59.7%-8.4pp | 68.8%-17.4pp | 69.0%-17.6pp |
| Annual return | 11.83% | 17.80%-6.0pp | 138.47%-126.6pp | 169.23%-157.4pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,295 | $2,166-40.2% | $3,160-59.0% | $3,054-57.6% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |