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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $13,506 |
EDWARD JONES1 year Service code 50 111 BROOKS ST · BROOKFIELD, MO 64628 | Direct Payment | $9,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,255 | $47,977-32.8% | $154,114-79.1% | $56,287-42.7% |
| Participation rate | 61.6% | 66.2%-4.5pp | 83.0%-21.4pp | 69.9%-8.2pp |
| Annual return | -5.65% | 3.54%-9.2pp | 735.16%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $562 | $2,169-74.1% | $5,298-89.4% | $2,111-73.4% |
| Participant deferral / active EE | $2,012 | $2,392-15.9% | $5,081-60.4% | $3,350-39.9% |
| Admin fee / account holder | $168 | $438-61.6% | $13,411-98.7% | $521-67.7% |