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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,001 |
Filed as: INDEPENDENT RETIREMENT CONSULTING, Service code 15 · EIN 90-0451904 | Recordkeeping | $5,465 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,821 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,782 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 38-3194849 | Advisory (Plan) | $432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,747 | $29,525+17.7% | $56,033-38.0% | $77,736-55.3% |
| Participation rate | 14.5% | 32.7%-18.2pp | 52.5%-38.0pp | 70.6%-56.1pp |
| Annual return | 8.07% | 18.90%-10.8pp | 1711.38%-1703.3pp | 31.26%-23.2pp |
| Employer contribution / active EE | $276 | $569-51.5% | $1,041-73.5% | $2,728-89.9% |
| Participant deferral / active EE | $492 | $1,062-53.6% | $1,954-74.8% | $4,651-89.4% |
| Admin fee / account holder | $623 | $1,040-40.1% | $2,827-78.0% | $433+43.7% |