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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $23,941 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,215 |
ADP BROKER-DEALER5+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,655 | $88,122-56.1% | $141,191-72.6% | $67,579-42.8% |
| Participation rate | 24.7% | 76.5%-51.7pp | 82.5%-57.7pp | 71.3%-46.6pp |
| Annual return | 22.62% | 75.40%-52.8pp | 71.41%-48.8pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,098 | $5,958-48.0% | $6,710-53.8% | $3,539-12.5% |
| Admin fee / account holder | $172 | $131+31.6% | $10,264-98.3% | $142+21.1% |