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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $55,580 |
NWPS2 years Filed as: NWPS/CDM RETIREMENT CONSULTANTS Service code 37 · EIN 91-2090931 | Loan Processing | $6,847 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,841 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,164 | $104,336-28.0% | $159,474-52.9% | $86,821-13.4% |
| Participation rate | 50.4% | 77.7%-27.4pp | 82.8%-32.5pp | 72.3%-21.9pp |
| Annual return | 16.95% | 26.32%-9.4pp | 263.68%-246.7pp | 97.94%-81.0pp |
| Employer contribution / active EE | $1,210 | $3,451-64.9% | $4,831-74.9% | $2,406-49.7% |
| Participant deferral / active EE | $3,045 | $6,837-55.5% | $7,353-58.6% | $4,132-26.3% |
| Admin fee / account holder | $464 | $172+169.5% | $10,802-95.7% | $170+173.7% |