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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $44,986 |
NWPS1 year Filed as: NWPS/CDM RETIREMENT CONSULTANTS Service code 37 · EIN 91-2090931 | Loan Processing | $6,051 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,780 |
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.)
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 | $64,047 | $100,801-36.5% | $149,745-57.2% | $73,412-12.8% |
| Participation rate | 53.1% | 77.7%-24.6pp | 82.5%-29.3pp | 72.2%-19.0pp |
| Annual return | 16.73% | 265.34%-248.6pp | 276.72%-260.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,170 | $3,312-64.7% | $4,646-74.8% | $2,234-47.6% |
| Participant deferral / active EE | $2,787 | $6,404-56.5% | $6,843-59.3% | $3,806-26.8% |
| Admin fee / account holder | $352 | $181+94.9% | $9,312-96.2% | $158+123.2% |