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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $33,658 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,594 | $56,540-7.0% | $185,851-71.7% | $86,821-39.4% |
| Participation rate | 29.5% | 65.5%-36.0pp | 81.7%-52.2pp | 72.3%-42.8pp |
| Annual return | 17.15% | 118.20%-101.1pp | 122.11%-105.0pp | 97.94%-80.8pp |
| Employer contribution / active EE | $907 | $1,844-50.9% | $5,168-82.5% | $2,406-62.3% |
| Participant deferral / active EE | $1,393 | $2,555-45.5% | $5,569-75.0% | $4,132-66.3% |
| Admin fee / account holder | $107 | $150-28.6% | $16,245-99.3% | $170-37.0% |