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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,065 |
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $28,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $74,707 | $91,517-18.4% | $101,275-26.2% | $73,412+1.8% |
| Participation rate | 52.8% | 73.8%-21.0pp | 75.8%-23.1pp | 72.2%-19.4pp |
| Annual return | 12.09% | 17.17%-5.1pp | 46.48%-34.4pp | 59.30%-47.2pp |
| Employer contribution / active EE | $542 | $2,877-81.2% | $3,660-85.2% | $2,234-75.8% |
| Participant deferral / active EE | $3,583 | $3,338+7.3% | $4,371-18.0% | $3,806-5.8% |
| Admin fee / account holder | $368 | $216+70.7% | $5,948-93.8% | $158+133.4% |