Filed June 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $18,221 |
Service code 15 · EIN 36-3429599 | Recordkeeping | $5,169 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,087 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $64,248 | $80,753-20.4% | $136,298-52.9% | $62,293+3.1% |
| Participation rate | 96.6% | 73.5%+23.1pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 20.42% | 35.83%-15.4pp | 5156.27%-5135.8pp | 28.90%-8.5pp |
| Employer contribution / active EE | $3,945 | $2,884+36.8% | $4,696-16.0% | $2,042+93.2% |
| Participant deferral / active EE | $7,472 | $5,164+44.7% | $6,247+19.6% | $3,169+135.8% |
| Admin fee / account holder | $10 | $525-98.1% | $9,244-99.9% | $479-98.0% |