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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $52,222 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,132 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,189 | $107,440-71.9% | $105,736-71.4% | $55,725-45.8% |
| Participation rate | 32.9% | 55.5%-22.6pp | 76.3%-43.4pp | 70.9%-37.9pp |
| Annual return | -8.30% | -0.59%-7.7pp | 6.27%-14.6pp | 244.93%-253.2pp |
| Employer contribution / active EE | $514 | $1,448-64.5% | $3,268-84.3% | $2,078-75.2% |
| Participant deferral / active EE | $950 | $2,171-56.2% | $4,080-76.7% | $3,356-71.7% |
| Admin fee / account holder | $67 | $283-76.3% | $6,913-99.0% | $115-41.8% |