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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 | $78,562+30.5% | $105,608-2.9% | $74,429+37.7% |
| Participation rate | 88.3% | 72.8%+15.5pp | 75.3%+13.0pp | 67.2%+21.1pp |
| Annual return | 11.74% | 15.94%-4.2pp | 116.50%-104.8pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $3,560 | $2,521+41.2% | $3,167+12.4% | $2,625+35.6% |
| Participant deferral / active EE | $3,125 | $4,321-27.7% | $5,010-37.6% | $4,348-28.1% |
| Admin fee / account holder | $298 | $2,217-86.5% | $11,028-97.3% | $1,944-84.7% |