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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 17 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Pension Consulting | $11,311 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $2,275 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 12 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Investment management; Direct payment... | $1,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,355 | $58,655-55.1% | $91,994-71.4% | $65,185-59.6% |
| Participation rate | 67.5% | 75.3%-7.7pp | 78.6%-11.1pp | 70.2%-2.7pp |
| Annual return | 22.47% | 33.92%-11.4pp | 69.04%-46.6pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,773 | $2,080+81.4% | $3,453+9.3% | $2,177+73.3% |
| Participant deferral / active EE | $4,944 | $5,474-9.7% | $5,924-16.5% | $3,514+40.7% |
| Admin fee / account holder | $104 | $434-76.1% | $7,744-98.7% | $847-87.8% |