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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $37,432 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,430 | $50,902+20.7% | $155,534-60.5% | $77,736-21.0% |
| Participation rate | 65.0% | 63.1%+1.9pp | 78.2%-13.2pp | 70.6%-5.6pp |
| Annual return | 15.99% | 34.85%-18.9pp | 64.92%-48.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $992 | $1,991-50.2% | $4,675-78.8% | $2,728-63.6% |
| Participant deferral / active EE | $3,147 | $2,824+11.4% | $5,630-44.1% | $4,651-32.3% |
| Admin fee / account holder | $199 | $437-54.4% | $15,900-98.7% | $433-54.0% |