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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $12,808 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,426 |
ADP BROKER-DEALER5+ 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).
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 | $7,944 | $51,288-84.5% | $81,982-90.3% | $73,412-89.2% |
| Participation rate | 98.8% | 64.0%+34.8pp | 69.3%+29.5pp | 72.2%+26.6pp |
| Annual return | 16.58% | 29.48%-12.9pp | 41.31%-24.7pp | 59.30%-42.7pp |
| Employer contribution / active EE | $721 | $1,487-51.5% | $2,498-71.1% | $2,234-67.7% |
| Participant deferral / active EE | $2,049 | $2,715-24.5% | $3,722-45.0% | $3,806-46.2% |
| Admin fee / account holder | $47 | $125-62.4% | $5,665-99.2% | $158-70.1% |