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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,740 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $10,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,536 | $45,343-54.7% | $150,298-86.3% | $67,986-69.8% |
| Participation rate | 39.3% | 51.9%-12.5pp | 77.8%-38.4pp | 57.2%-17.9pp |
| Annual return | 61.51% | 33.28%+28.2pp | 62.79%-1.3pp | 31.67%+29.8pp |
| Employer contribution / active EE | $807 | $1,462-44.8% | $4,154-80.6% | $2,019-60.0% |
| Participant deferral / active EE | $1,232 | $2,055-40.0% | $5,453-77.4% | $3,358-63.3% |
| Admin fee / account holder | $12 | $2,250-99.5% | $14,116-99.9% | $3,203-99.6% |