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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,685 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $36,919 |
TSC 401K1 year Filed as: TSC, INC 401K Service code 10 · EIN 41-0955056 | Accounting | $6,967 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,231 | $59,448-13.8% | $93,696-45.3% | $74,459-31.2% |
| Participation rate | 93.4% | 59.6%+33.8pp | 68.7%+24.7pp | 67.2%+26.2pp |
| Annual return | 10.53% | 82.11%-71.6pp | 133.74%-123.2pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $697 | $1,266-44.9% | $2,422-71.2% | $2,626-73.4% |
| Participant deferral / active EE | $4,576 | $3,052+49.9% | $4,417+3.6% | $4,350+5.2% |
| Admin fee / account holder | $163 | $3,027-94.6% | $8,287-98.0% | $1,945-91.6% |