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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,034 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,010 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,321 | $130,141-80.5% | $86,677-70.8% | $77,904-67.5% |
| Participation rate | 16.3% | 85.9%-69.7pp | 76.6%-60.3pp | 73.7%-57.4pp |
| Annual return | -16.14% | -12.75%-3.4pp | 35.91%-52.0pp | 12.21%-28.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,836-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $783 | $5,757-86.4% | $4,656-83.2% | $4,806-83.7% |
| Admin fee / account holder | $90 | $132-31.9% | $7,493-98.8% | $133-32.3% |