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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $48,950 |
NWPS2 years Service code 37 · EIN 91-2090931 | Loan Processing | $5,704 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,153 | $106,264-13.3% | $147,117-37.4% | $77,762+18.5% |
| Participation rate | 47.2% | 78.4%-31.2pp | 82.2%-35.0pp | 70.6%-23.4pp |
| Annual return | 13.91% | 56.94%-43.0pp | 420.54%-406.6pp | 31.27%-17.4pp |
| Employer contribution / active EE | $1,172 | $4,074-71.2% | $4,932-76.2% | $2,728-57.0% |
| Participant deferral / active EE | $2,917 | $8,003-63.5% | $8,065-63.8% | $4,651-37.3% |
| Admin fee / account holder | $455 | $334+36.2% | $12,993-96.5% | $433+5.2% |