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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $78,965 |
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $46,278 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,802 | $122,128-78.1% | $147,080-81.8% | $199,960-86.6% |
| Participation rate | 52.4% | 78.2%-25.8pp | 82.2%-29.8pp | 72.0%-19.6pp |
| Annual return | 14.98% | 30.58%-15.6pp | 420.17%-405.2pp | 34.28%-19.3pp |
| Employer contribution / active EE | $1,167 | $4,093-71.5% | $4,933-76.3% | $3,036-61.6% |
| Participant deferral / active EE | $1,948 | $8,484-77.0% | $8,066-75.9% | $5,087-61.7% |
| Admin fee / account holder | $145 | $180-19.1% | $12,989-98.9% | $269-46.0% |