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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) | $23,939 |
Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $5,815 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,496 | $88,122-65.4% | $141,191-78.4% | $67,579-54.9% |
| Participation rate | 57.0% | 76.5%-19.5pp | 82.5%-25.5pp | 71.3%-14.3pp |
| Annual return | 38.21% | 75.40%-37.2pp | 71.41%-33.2pp | 378.56%-340.3pp |
| Employer contribution / active EE | $1,904 | $3,224-40.9% | $4,736-59.8% | $2,148-11.3% |
| Participant deferral / active EE | $2,672 | $5,958-55.2% | $6,710-60.2% | $3,539-24.5% |
| Admin fee / account holder | $169 | $131+28.8% | $10,264-98.4% | $142+18.5% |