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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,685 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,639 |
TDM RETIREMENT SERVICES, LLC2 years Service code 13 · EIN 26-0682871 | Contract Administrator | $3,999 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,293 | $84,936-67.9% | $111,303-75.5% | $79,393-65.6% |
| Participation rate | 50.3% | 75.9%-25.5pp | 77.3%-27.0pp | 70.7%-20.4pp |
| Annual return | 15.36% | 17.45%-2.1pp | 54.66%-39.3pp | 116.87%-101.5pp |
| Employer contribution / active EE | $1,089 | $1,979-45.0% | $2,731-60.1% | $2,428-55.1% |
| Participant deferral / active EE | $2,168 | $3,888-44.2% | $4,487-51.7% | $4,046-46.4% |
| Admin fee / account holder | $340 | $537-36.7% | $7,966-95.7% | $627-45.7% |