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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $39,069 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,715 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,242 | $66,302+4.4% | $110,243-37.2% | $56,287+23.0% |
| Participation rate | 57.4% | 74.9%-17.5pp | 79.8%-22.4pp | 69.9%-12.4pp |
| Annual return | -7.33% | -1.18%-6.2pp | 314.76%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,468 | $2,047-28.3% | $3,827-61.6% | $2,111-30.5% |
| Participant deferral / active EE | $2,934 | $3,381-13.2% | $4,672-37.2% | $3,350-12.4% |
| Admin fee / account holder | $364 | $698-47.9% | $8,548-95.7% | $521-30.1% |