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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO. LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $26,027 |
SUEMORI & INOUYE, INC.2 years Filed as: SUEMORI & INOUYE INC Service code 17 | Pension Consulting | $4,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $3,649 |
SUEMORI & INOUYE, INC.2 years Service code 17 · EIN 99-0242337 | Pension Consulting | $1,900 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,738 | $50,820+13.6% | $155,567-62.9% | $77,671-25.7% |
| Participation rate | 29.5% | 63.1%-33.6pp | 78.2%-48.7pp | 70.6%-41.1pp |
| Annual return | 17.95% | 34.85%-16.9pp | 64.74%-46.8pp | 31.21%-13.3pp |
| Employer contribution / active EE | $1 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,334 | $2,823-52.8% | $5,628-76.3% | $4,648-71.3% |
| Admin fee / account holder | $156 | $436-64.2% | $15,916-99.0% | $430-63.8% |