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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,767 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,455 | $47,977-32.4% | $154,114-78.9% | $56,287-42.3% |
| Participation rate | 44.5% | 66.2%-21.7pp | 83.0%-38.5pp | 69.9%-25.3pp |
| Annual return | -5.38% | 3.54%-8.9pp | 735.16%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $950 | $2,169-56.2% | $5,298-82.1% | $2,111-55.0% |
| Participant deferral / active EE | $2,298 | $2,392-3.9% | $5,081-54.8% | $3,350-31.4% |
| Admin fee / account holder | $94 | $438-78.5% | $13,411-99.3% | $521-81.9% |