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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 17 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Pension Consulting | $15,599 |
GRAY HUNTER STENN LLP4 years Service code 10 1200 HARGER RD · OAK BROOK, IL 60523 | Accounting | $7,300 |
Service code 12 · EIN 84-1477138 | Participant communication; Recordkeep... | $750 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 12 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Participant communication; Trustee (i... | $421 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,488 | $42,901-26.6% | $91,225-65.5% | $64,819-51.4% |
| Participation rate | 29.7% | 68.1%-38.4pp | 73.2%-43.5pp | 71.5%-41.7pp |
| Annual return | -13.24% | -13.53%+0.3pp | 114.12%-127.4pp | 32.84%-46.1pp |
| Employer contribution / active EE | $378 | $1,571-75.9% | $2,851-86.7% | $2,507-84.9% |
| Participant deferral / active EE | $988 | $3,501-71.8% | $4,233-76.7% | $4,311-77.1% |
| Admin fee / account holder | $191 | $131+45.7% | $5,422-96.5% | $188+1.7% |