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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $36,127 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,671 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,131 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,364 | $44,714+64.1% | $91,225-19.6% | $66,938+9.6% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.2%+24.5pp | 69.8%+27.9pp |
| Annual return | -15.68% | -12.25%-3.4pp | 114.12%-129.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,449 | $1,710+43.2% | $2,851-14.1% | $2,545-3.8% |
| Participant deferral / active EE | $10,454 | $3,355+211.6% | $4,233+146.9% | $4,238+146.7% |
| Admin fee / account holder | $240 | $521-53.9% | $5,422-95.6% | $594-59.5% |