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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $15,921 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,821 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,625 | $72,486+16.7% | $87,103-2.8% | $72,976+16.0% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.5pp | 69.5%-0.1pp |
| Annual return | 20.43% | 24.46%-4.0pp | 28.19%-7.8pp | 81.02%-60.6pp |
| Employer contribution / active EE | $431 | $1,894-77.3% | $2,521-82.9% | $2,440-82.3% |
| Participant deferral / active EE | $3,050 | $3,270-6.7% | $4,049-24.7% | $3,608-15.5% |
| Admin fee / account holder | $326 | $5,055-93.5% | $7,491-95.6% | $5,124-93.6% |