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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $28,139 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,660 |
ADP BROKER-DEALER6+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,856 | $100,801-49.5% | $149,730-66.0% | $73,412-30.7% |
| Participation rate | 24.5% | 77.7%-53.2pp | 82.5%-58.0pp | 72.2%-47.7pp |
| Annual return | 27.72% | 265.34%-237.6pp | 276.70%-249.0pp | 59.30%-31.6pp |
| Employer contribution / active EE | $36 | $3,312-98.9% | $4,645-99.2% | $2,234-98.4% |
| Participant deferral / active EE | $3,187 | $6,404-50.2% | $6,843-53.4% | $3,806-16.2% |
| Admin fee / account holder | $208 | $181+15.1% | $9,310-97.8% | $158+31.8% |