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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES10+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $39,515 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,394 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $62 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 | $69,692 | $106,264-34.4% | $147,117-52.6% | $77,762-10.4% |
| Participation rate | 32.3% | 78.4%-46.1pp | 82.2%-49.9pp | 70.6%-38.3pp |
| Annual return | 10.37% | 56.94%-46.6pp | 420.54%-410.2pp | 31.27%-20.9pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,677 | $8,003-29.1% | $8,065-29.6% | $4,651+22.1% |
| Admin fee / account holder | $242 | $334-27.5% | $12,993-98.1% | $433-44.0% |