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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0217290 | Contract Administrator | $8,592 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,060 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,795 | $91,517-28.1% | $101,275-35.0% | $73,412-10.4% |
| Participation rate | 19.5% | 73.8%-54.3pp | 75.8%-56.4pp | 72.2%-52.7pp |
| Annual return | 2.52% | 17.17%-14.7pp | 46.48%-44.0pp | 59.30%-56.8pp |
| Employer contribution / active EE | $206 | $2,877-92.8% | $3,660-94.4% | $2,234-90.8% |
| Participant deferral / active EE | $502 | $3,338-85.0% | $4,371-88.5% | $3,806-86.8% |
| Admin fee / account holder | $270 | $216+25.1% | $5,948-95.5% | $158+71.0% |