Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $17,360 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,534 |
Service code 10 · EIN 27-4360947 | Accounting | $4,273 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,570 | $52,279+13.9% | $89,400-33.4% | $79,858-25.4% |
| Participation rate | 63.2% | 57.5%+5.6pp | 68.0%-4.8pp | 69.6%-6.5pp |
| Annual return | 13.39% | 22.16%-8.8pp | 245.64%-232.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $806 | $1,572-48.7% | $2,586-68.8% | $2,471-67.4% |
| Participant deferral / active EE | $2,522 | $2,740-7.9% | $3,890-35.2% | $3,740-32.6% |
| Admin fee / account holder | $401 | $3,356-88.0% | $4,882-91.8% | $5,306-92.4% |