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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS & CO INC Service code 27 1 N BRENTWOOD BLVD STE 850 · ST LOUIS, MO 63105 | Advisory (Plan) | $104,635 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,121 |
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 | $171,677 | $88,203+94.6% | $165,100+4.0% | $74,478+130.5% |
| Participation rate | 93.1% | 73.1%+19.9pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 25.35% | 17.13%+8.2pp | 70.21%-44.9pp | 1370.56%-1345.2pp |
| Employer contribution / active EE | $7,769 | $2,601+198.7% | $4,348+78.7% | $2,626+195.8% |
| Participant deferral / active EE | $5,412 | $4,505+20.1% | $6,035-10.3% | $4,350+24.4% |
| Admin fee / account holder | $652 | $2,235-70.8% | $12,696-94.9% | $1,946-66.5% |