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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $33,600 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,003 | $47,898-83.3% | $117,533-93.2% | $64,819-87.7% |
| Participation rate | 68.9% | 61.9%+7.0pp | 70.6%-1.7pp | 71.5%-2.6pp |
| Annual return | -19.22% | -15.54%-3.7pp | 29.77%-49.0pp | 32.84%-52.1pp |
| Employer contribution / active EE | $447 | $1,774-74.8% | $4,179-89.3% | $2,507-82.2% |
| Participant deferral / active EE | $1,151 | $3,151-63.5% | $4,072-71.7% | $4,311-73.3% |
| Admin fee / account holder | $156 | $132+18.5% | $5,647-97.2% | $188-16.8% |