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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · CAMERON, MO 64429 | Advisory (Participants) | $27,911 |
Filed as: PARK CAPITAL MANAGEMENT, LLC Service code 26 · EIN 27-0974719 PO BOX 258009 · MADISON, WA 52725 | Advisory (Participants) | $16,786 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,700 |
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.)
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 | $59,166 | $106,264-44.3% | $147,117-59.8% | $77,762-23.9% |
| Participation rate | 60.0% | 78.4%-18.4pp | 82.2%-22.2pp | 70.6%-10.6pp |
| Annual return | 22.28% | 56.94%-34.7pp | 420.54%-398.3pp | 31.27%-9.0pp |
| Employer contribution / active EE | $2,928 | $4,074-28.1% | $4,932-40.6% | $2,728+7.3% |
| Participant deferral / active EE | $9,327 | $8,003+16.5% | $8,065+15.7% | $4,651+100.6% |
| Admin fee / account holder | $310 | $334-7.4% | $12,993-97.6% | $433-28.5% |