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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,631 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,665 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,678 | $65,437-62.3% | $86,698-71.5% | $66,949-63.1% |
| Participation rate | 49.6% | 75.5%-25.8pp | 76.6%-27.0pp | 69.8%-20.2pp |
| Annual return | -17.05% | -10.91%-6.1pp | 35.96%-53.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $248 | $2,154-88.5% | $2,837-91.2% | $2,545-90.2% |
| Participant deferral / active EE | $2,433 | $4,102-40.7% | $4,656-47.8% | $4,239-42.6% |
| Admin fee / account holder | $80 | $642-87.5% | $7,492-98.9% | $594-86.5% |