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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,155 |
EDWARD JONES3+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $6,607 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,180 | $41,467-89.9% | $67,313-93.8% | $55,725-92.5% |
| Participation rate | 98.4% | 62.5%+35.9pp | 69.1%+29.3pp | 70.9%+27.6pp |
| Annual return | -6.82% | 0.82%-7.6pp | -4.08%-2.7pp | 244.93%-251.8pp |
| Employer contribution / active EE | $766 | $1,316-41.8% | $2,566-70.1% | $2,078-63.1% |
| Participant deferral / active EE | $1,684 | $2,399-29.8% | $3,568-52.8% | $3,356-49.8% |
| Admin fee / account holder | $43 | $102-58.2% | $4,507-99.1% | $115-63.0% |