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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $16,805 |
SAFE ASSOCIATES, INC.1 year Filed as: SAFE ASSOCIATES INC. Service code 13 728 W JACKSON BLVD, APT 1212 · CHICAGO, IL 60661 | Contract Administrator | $6,073 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,606 | $89,652-4.5% | $141,197-39.4% | $65,186+31.3% |
| Participation rate | 52.3% | 74.7%-22.4pp | 82.5%-30.2pp | 70.2%-17.9pp |
| Annual return | 19.54% | 32.79%-13.3pp | 71.41%-51.9pp | 29.39%-9.8pp |
| Employer contribution / active EE | $1,376 | $3,065-55.1% | $4,736-70.9% | $2,177-36.8% |
| Participant deferral / active EE | $9,030 | $5,691+58.7% | $6,710+34.6% | $3,514+157.0% |
| Admin fee / account holder | $178 | $569-68.7% | $10,265-98.3% | $847-79.0% |