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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $39,573 |
NWPS3 years Filed as: NWPS/CDM RETIREMENT CONSULTANTS Service code 37 · EIN 91-2090931 | Loan Processing | $7,841 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,456 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,083 | $82,188-14.7% | $125,391-44.1% | $64,824+8.1% |
| Participation rate | 49.2% | 77.9%-28.7pp | 82.4%-33.2pp | 71.5%-22.3pp |
| Annual return | -17.61% | 3.50%-21.1pp | 572.41%-590.0pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,257 | $3,617-65.2% | $4,816-73.9% | $2,507-49.9% |
| Participant deferral / active EE | $3,097 | $7,177-56.9% | $7,448-58.4% | $4,311-28.2% |
| Admin fee / account holder | $439 | $163+168.9% | $10,009-95.6% | $188+133.7% |