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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,377 |
EDWARD JONES7+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $19,498 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,787 | $50,956+11.4% | $96,575-41.2% | $86,813-34.6% |
| Participation rate | 89.1% | 65.2%+23.9pp | 69.8%+19.3pp | 72.3%+16.8pp |
| Annual return | 18.00% | 21.27%-3.3pp | 37.79%-19.8pp | 97.93%-79.9pp |
| Employer contribution / active EE | $3,272 | $1,111+194.6% | $2,357+38.8% | $2,406+36.0% |
| Participant deferral / active EE | $6,940 | $2,954+134.9% | $3,849+80.3% | $4,131+68.0% |
| Admin fee / account holder | $158 | $166-4.5% | $6,182-97.4% | $170-6.5% |