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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,608 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,457 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,523 | $65,862-24.8% | $124,693-60.3% | $79,391-37.6% |
| Participation rate | 35.0% | 62.2%-27.2pp | 74.6%-39.6pp | 70.7%-35.7pp |
| Annual return | 16.53% | 19.02%-2.5pp | 5144.19%-5127.7pp | 116.88%-100.4pp |
| Employer contribution / active EE | $901 | $1,883-52.2% | $3,324-72.9% | $2,428-62.9% |
| Participant deferral / active EE | $1,492 | $2,772-46.2% | $4,615-67.7% | $4,046-63.1% |
| Admin fee / account holder | $404 | $673-39.9% | $7,494-94.6% | $627-35.5% |