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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 | $106,247-44.3% | $147,096-59.8% | $77,714-23.9% |
| Participation rate | 60.0% | 78.4%-18.4pp | 82.2%-22.2pp | 70.6%-10.6pp |
| Annual return | 22.28% | 56.87%-34.6pp | 419.75%-397.5pp | 31.26%-9.0pp |
| Employer contribution / active EE | $2,928 | $4,069-28.1% | $4,936-40.7% | $2,727+7.4% |
| Participant deferral / active EE | $9,327 | $7,996+16.6% | $8,071+15.6% | $4,649+100.6% |
| Admin fee / account holder | $310 | $338-8.5% | $13,005-97.6% | $433-28.5% |