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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $14,792 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $6,617 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $5,493 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,822 | $73,638-7.9% | $95,956-29.3% | $73,493-7.7% |
| Participation rate | 83.8% | 76.2%+7.6pp | 77.1%+6.7pp | 70.7%+13.1pp |
| Annual return | 3.73% | 16.78%-13.1pp | 91.63%-87.9pp | 28.51%-24.8pp |
| Employer contribution / active EE | $2,402 | $1,863+28.9% | $2,541-5.5% | $2,270+5.8% |
| Participant deferral / active EE | $5,926 | $3,617+63.8% | $4,167+42.2% | $3,740+58.5% |
| Admin fee / account holder | $204 | $482-57.8% | $6,797-97.0% | $513-60.3% |