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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,772 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,109 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,964 | $43,504-51.8% | $68,612-69.4% | $56,289-62.8% |
| Participation rate | 32.0% | 67.8%-35.9pp | 72.2%-40.3pp | 69.9%-37.9pp |
| Annual return | -9.23% | -3.15%-6.1pp | -4.63%-4.6pp | -9.96%+0.7pp |
| Employer contribution / active EE | $621 | $1,525-59.3% | $2,625-76.3% | $2,111-70.6% |
| Participant deferral / active EE | $1,209 | $2,509-51.8% | $3,311-63.5% | $3,350-63.9% |
| Admin fee / account holder | $101 | $515-80.3% | $5,131-98.0% | $521-80.6% |