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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $21,687 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $17,115 |
HARRIS & CO PLLC6 years Service code 10 2289 S BONITO WY STE 100 · MERIDIAN, ID 83642 | Accounting | $17,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,619 | $93,617-33.1% | $135,982-54.0% | $75,177-16.7% |
| Participation rate | 61.1% | 75.2%-14.1pp | 81.9%-20.8pp | 67.2%-6.1pp |
| Annual return | 15.62% | 30.89%-15.3pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,402 | $3,538-32.1% | $4,859-50.6% | $2,671-10.1% |
| Participant deferral / active EE | $4,512 | $6,406-29.6% | $7,760-41.9% | $4,126+9.3% |
| Admin fee / account holder | $525 | $6,980-92.5% | $10,767-95.1% | $5,651-90.7% |