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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,894 | $54,729-18.0% | $86,235-47.9% | $71,529-37.2% |
| Participation rate | 87.1% | 60.1%+27.0pp | 69.0%+18.1pp | 67.9%+19.1pp |
| Annual return | 17.28% | 20.07%-2.8pp | 1170.03%-1152.8pp | 28.97%-11.7pp |
| Employer contribution / active EE | $2,999 | $1,267+136.7% | $2,381+26.0% | $2,590+15.8% |
| Participant deferral / active EE | $4,243 | $3,110+36.4% | $3,987+6.4% | $4,291-1.1% |
| Admin fee / account holder | $311 | $1,921-83.8% | $6,856-95.5% | $1,588-80.4% |