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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $42,074 |
CDM RETIREMENT CONSULTANTS, INC.5+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $5,960 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,382 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,276 | $88,122-40.7% | $141,197-63.0% | $67,582-22.6% |
| Participation rate | 53.9% | 76.5%-22.5pp | 82.5%-28.6pp | 71.3%-17.4pp |
| Annual return | 22.97% | 75.40%-52.4pp | 71.41%-48.4pp | 378.57%-355.6pp |
| Employer contribution / active EE | $1,066 | $3,224-66.9% | $4,736-77.5% | $2,148-50.4% |
| Participant deferral / active EE | $2,399 | $5,958-59.7% | $6,710-64.2% | $3,539-32.2% |
| Admin fee / account holder | $312 | $131+138.2% | $10,265-97.0% | $142+119.1% |