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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 | $43,749-53.1% | $158,223-87.0% | $65,306-68.6% |
| Participation rate | 39.3% | 56.9%-17.6pp | 79.2%-39.9pp | 57.7%-18.4pp |
| Annual return | 61.51% | 19.41%+42.1pp | 52.09%+9.4pp | 21.94%+39.6pp |
| Employer contribution / active EE | $807 | $1,497-46.1% | $4,109-80.4% | $1,967-59.0% |
| Participant deferral / active EE | $1,232 | $2,019-39.0% | $5,467-77.5% | $2,959-58.4% |
| Admin fee / account holder | $12 | $1,930-99.4% | $16,047-99.9% | $3,480-99.6% |