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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $13,261 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,065 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $40,906 | $47,448-13.8% | $94,993-56.9% | $62,293-34.3% |
| Participation rate | 95.5% | 66.5%+29.0pp | 73.9%+21.6pp | 69.5%+26.0pp |
| Annual return | 16.17% | 22.64%-6.5pp | 27.14%-11.0pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,869 | $1,300+43.8% | $2,603-28.2% | $2,042-8.5% |
| Participant deferral / active EE | $7,471 | $2,375+214.6% | $3,317+125.2% | $3,169+135.7% |
| Admin fee / account holder | $67 | $434-84.5% | $4,960-98.6% | $479-86.0% |