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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,338 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $16,608 |
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 | $59,415 | $55,437+7.2% | $155,534-61.8% | $74,459-20.2% |
| Participation rate | 83.2% | 61.9%+21.3pp | 78.2%+5.0pp | 67.2%+16.0pp |
| Annual return | 15.44% | 269.58%-254.1pp | 64.92%-49.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $2,306 | $2,266+1.8% | $4,675-50.7% | $2,626-12.2% |
| Participant deferral / active EE | $3,172 | $2,837+11.8% | $5,630-43.7% | $4,350-27.1% |
| Admin fee / account holder | $268 | $1,742-84.6% | $15,900-98.3% | $1,945-86.2% |