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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $12,955 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,813 | $104,336-82.9% | $159,474-88.8% | $86,821-79.5% |
| Participation rate | 68.5% | 77.7%-9.3pp | 82.8%-14.4pp | 72.3%-3.8pp |
| Annual return | 47.23% | 26.32%+20.9pp | 263.68%-216.4pp | 97.94%-50.7pp |
| Employer contribution / active EE | $1,990 | $3,451-42.3% | $4,831-58.8% | $2,406-17.3% |
| Participant deferral / active EE | $3,610 | $6,837-47.2% | $7,353-50.9% | $4,132-12.6% |
| Admin fee / account holder | $51 | $172-70.4% | $10,802-99.5% | $170-69.9% |