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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $42,981 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,507 | $78,636+30.4% | $105,607-2.9% | $74,459+37.7% |
| Participation rate | 88.3% | 72.8%+15.6pp | 75.3%+13.1pp | 67.2%+21.1pp |
| Annual return | 11.74% | 15.96%-4.2pp | 116.11%-104.4pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $3,560 | $2,523+41.1% | $3,167+12.4% | $2,626+35.6% |
| Participant deferral / active EE | $3,125 | $4,322-27.7% | $5,011-37.6% | $4,350-28.2% |
| Admin fee / account holder | $298 | $2,220-86.6% | $10,958-97.3% | $1,945-84.7% |