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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,241 |
EDWARD JONES1+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,613 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,537 | $45,043-85.5% | $85,063-92.3% | $74,400-91.2% |
| Participation rate | 72.7% | 49.4%+23.3pp | 67.5%+5.2pp | 67.2%+5.5pp |
| Annual return | 11.80% | 26.26%-14.5pp | 66.54%-54.7pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $878 | $1,458-39.7% | $2,727-67.8% | $2,624-66.5% |
| Participant deferral / active EE | $1,587 | $2,733-41.9% | $4,523-64.9% | $4,348-63.5% |
| Admin fee / account holder | $131 | $2,210-94.1% | $6,155-97.9% | $1,944-93.3% |