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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 | $59,402-34.9% | $93,654-58.7% | $74,546-48.2% |
| Participation rate | 91.8% | 59.7%+32.1pp | 68.7%+23.0pp | 67.2%+24.6pp |
| Annual return | 11.88% | 81.86%-70.0pp | 133.34%-121.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $2,676 | $1,265+111.6% | $2,421+10.5% | $2,624+2.0% |
| Participant deferral / active EE | $4,531 | $3,049+48.6% | $4,413+2.7% | $4,347+4.2% |
| Admin fee / account holder | $179 | $3,023-94.1% | $8,282-97.8% | $1,944-90.8% |