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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $37,132 |
Service code 99 W7435 COUNTY ROAD AW · WAUPUN, WI 53963 | Other Fees | $36,343 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 600 S NICOLET RD · APPLETON, WI 549148285 | Contract Administrator | $3,150 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,381 | $64,176+70.4% | $112,263-2.6% | $66,949+63.4% |
| Participation rate | 93.1% | 68.4%+24.6pp | 75.1%+18.0pp | 69.8%+23.3pp |
| Annual return | -17.22% | -13.80%-3.4pp | 27.49%-44.7pp | 1.57%-18.8pp |
| Employer contribution / active EE | $4,275 | $3,007+42.2% | $3,636+17.6% | $2,545+68.0% |
| Participant deferral / active EE | $5,862 | $3,694+58.7% | $4,729+23.9% | $4,239+38.3% |
| Admin fee / account holder | $454 | $626-27.5% | $6,410-92.9% | $594-23.6% |