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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,717 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,412 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,975 | $73,102-12.5% | $123,553-48.2% | $56,289+13.7% |
| Participation rate | 63.2% | 74.3%-11.1pp | 82.3%-19.1pp | 69.9%-6.6pp |
| Annual return | -4.98% | 3.01%-8.0pp | 119.21%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,817 | $2,977-5.4% | $4,628-39.1% | $2,111+33.4% |
| Participant deferral / active EE | $6,555 | $5,423+20.9% | $6,426+2.0% | $3,350+95.7% |
| Admin fee / account holder | $29 | $554-94.7% | $9,284-99.7% | $521-94.4% |