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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 | $106,110-44.2% | $147,005-59.8% | $77,671-23.8% |
| Participation rate | 60.0% | 78.4%-18.4pp | 82.2%-22.2pp | 70.6%-10.6pp |
| Annual return | 22.28% | 56.77%-34.5pp | 418.76%-396.5pp | 31.21%-8.9pp |
| Employer contribution / active EE | $2,928 | $4,065-28.0% | $4,934-40.7% | $2,726+7.4% |
| Participant deferral / active EE | $9,327 | $7,992+16.7% | $8,070+15.6% | $4,648+100.7% |
| Admin fee / account holder | $310 | $338-8.3% | $13,006-97.6% | $430-28.1% |