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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $25,684 |
SIKICH LLP1 year Filed as: SIKICH LLC Service code 13 PO BOX 71177 · CHICAGO, IL 60694 | Contract Administrator | $9,205 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,129 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,644 | $59,448-35.0% | $93,696-58.8% | $74,459-48.1% |
| Participation rate | 91.8% | 59.6%+32.1pp | 68.7%+23.0pp | 67.2%+24.5pp |
| Annual return | 11.88% | 82.11%-70.2pp | 133.74%-121.9pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $2,676 | $1,266+111.3% | $2,422+10.5% | $2,626+1.9% |
| Participant deferral / active EE | $4,531 | $3,052+48.5% | $4,417+2.6% | $4,350+4.2% |
| Admin fee / account holder | $179 | $3,027-94.1% | $8,287-97.8% | $1,945-90.8% |