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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $6,981 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,366 |
DWC - THE 401(K) EXPERTS1 year Service code 15 · EIN 26-2091417 | Recordkeeping | $255 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,041 | $176,105+62.4% | $159,474+79.4% | $167,536+70.7% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 10.63% | 331.91%-321.3pp | 263.68%-253.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $5,232 | $5,299-1.3% | $4,831+8.3% | $4,839+8.1% |
| Participant deferral / active EE | $10,245 | $7,751+32.2% | $7,353+39.3% | $6,342+61.5% |
| Admin fee / account holder | $15,221 | $12,559+21.2% | $10,802+40.9% | $12,315+23.6% |