Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $9,638 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,442 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $6,297 | $46,423-86.4% | $75,900-91.7% | $67,582-90.7% |
| Participation rate | 98.7% | 63.1%+35.6pp | 69.3%+29.4pp | 71.3%+27.4pp |
| Annual return | 23.46% | 32.29%-8.8pp | 30.73%-7.3pp | 378.57%-355.1pp |
| Employer contribution / active EE | $1,066 | $1,406-24.2% | $2,501-57.4% | $2,148-50.4% |
| Participant deferral / active EE | $2,023 | $2,564-21.1% | $3,604-43.9% | $3,539-42.9% |
| Admin fee / account holder | $43 | $132-67.5% | $5,421-99.2% | $142-69.9% |