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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $2,528 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $575 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,762 | $52,953-43.8% | $172,739-82.8% | $65,185-54.3% |
| Participation rate | 12.3% | 66.2%-53.9pp | 82.6%-70.4pp | 70.2%-57.9pp |
| Annual return | 12.12% | 30.12%-18.0pp | 802.84%-790.7pp | 29.38%-17.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $548 | $2,471-77.8% | $5,198-89.5% | $3,514-84.4% |
| Admin fee / account holder | $65 | $472-86.3% | $13,954-99.5% | $847-92.4% |