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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $12,761 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,344 | $73,848-68.4% | $143,799-83.8% | $68,486-65.9% |
| Participation rate | 47.6% | 66.7%-19.1pp | 80.3%-32.8pp | 67.9%-20.3pp |
| Annual return | -17.29% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $604 | $3,184-81.0% | $4,952-87.8% | $2,597-76.7% |
| Participant deferral / active EE | $1,491 | $3,385-56.0% | $5,638-73.6% | $4,028-63.0% |
| Admin fee / account holder | $114 | $5,755-98.0% | $14,677-99.2% | $5,404-97.9% |