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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) | $44,699 |
NWPS2 years Service code 37 · EIN 91-2090931 | Loan Processing | $15,709 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,618 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,283 | $82,163-31.5% | $125,381-55.1% | $64,819-13.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 82.4%-19.9pp | 71.5%-9.0pp |
| Annual return | -17.50% | 3.49%-21.0pp | 572.31%-589.8pp | 32.84%-50.3pp |
| Employer contribution / active EE | $3,738 | $3,616+3.4% | $4,815-22.4% | $2,507+49.1% |
| Participant deferral / active EE | $4,862 | $7,175-32.2% | $7,448-34.7% | $4,311+12.8% |
| Admin fee / account holder | $419 | $163+156.8% | $10,007-95.8% | $188+123.1% |