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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $97,133 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,325 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,668 | $50,902-53.5% | $155,534-84.8% | $77,736-69.6% |
| Participation rate | 79.6% | 63.1%+16.5pp | 78.2%+1.4pp | 70.6%+9.0pp |
| Annual return | 25.67% | 34.85%-9.2pp | 64.92%-39.3pp | 31.26%-5.6pp |
| Employer contribution / active EE | $733 | $1,991-63.2% | $4,675-84.3% | $2,728-73.1% |
| Participant deferral / active EE | $2,963 | $2,824+4.9% | $5,630-47.4% | $4,651-36.3% |
| Admin fee / account holder | $250 | $437-42.7% | $15,900-98.4% | $433-42.2% |