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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $3,884 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,138 |
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 | $82,205 | $63,314+29.8% | $91,004-9.7% | $62,293+32.0% |
| Participation rate | 78.9% | 73.3%+5.6pp | 75.6%+3.3pp | 69.5%+9.4pp |
| Annual return | 18.59% | 21.00%-2.4pp | 4.60%+14.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,105 | $1,807-38.9% | $2,456-55.0% | $2,042-45.9% |
| Participant deferral / active EE | $2,184 | $2,944-25.8% | $3,548-38.4% | $3,169-31.1% |
| Admin fee / account holder | $31 | $468-93.5% | $5,417-99.4% | $479-93.6% |