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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $45,315 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $41,750 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,081 | $104,336-43.4% | $159,474-63.0% | $86,821-32.0% |
| Participation rate | 64.4% | 77.7%-13.3pp | 82.8%-18.5pp | 72.3%-7.9pp |
| Annual return | 13.58% | 26.32%-12.7pp | 263.68%-250.1pp | 97.94%-84.4pp |
| Employer contribution / active EE | $1,686 | $3,451-51.2% | $4,831-65.1% | $2,406-29.9% |
| Participant deferral / active EE | $5,958 | $6,837-12.9% | $7,353-19.0% | $4,132+44.2% |
| Admin fee / account holder | $337 | $172+95.5% | $10,802-96.9% | $170+98.5% |