Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $30,146 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,071 | $104,479+17.8% | $159,474-22.8% | $79,391+55.0% |
| Participation rate | 44.2% | 76.6%-32.4pp | 82.8%-38.6pp | 70.7%-26.5pp |
| Annual return | 13.67% | 67.98%-54.3pp | 263.68%-250.0pp | 116.88%-103.2pp |
| Employer contribution / active EE | $1,127 | $3,417-67.0% | $4,831-76.7% | $2,428-53.6% |
| Participant deferral / active EE | $8,076 | $6,468+24.9% | $7,353+9.8% | $4,046+99.6% |
| Admin fee / account holder | $304 | $711-57.3% | $10,802-97.2% | $627-51.5% |