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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $22,812 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,614 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 15 · EIN 76-0500416 | Recordkeeping | $3,500 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,189 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,894 | $54,701-17.9% | $86,188-47.9% | $71,457-37.2% |
| Participation rate | 87.1% | 60.1%+27.0pp | 69.0%+18.1pp | 67.9%+19.2pp |
| Annual return | 17.28% | 20.06%-2.8pp | 1168.45%-1151.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,999 | $1,265+137.1% | $2,380+26.0% | $2,588+15.9% |
| Participant deferral / active EE | $4,243 | $3,108+36.5% | $3,985+6.5% | $4,289-1.1% |
| Admin fee / account holder | $311 | $1,922-83.8% | $6,852-95.5% | $1,587-80.4% |