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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,083 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,983 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,237 | $43,496-14.4% | $161,489-76.9% | $64,340-42.1% |
| Participation rate | 78.0% | 53.5%+24.5pp | 78.7%-0.7pp | 55.2%+22.8pp |
| Annual return | 16.20% | 20.76%-4.6pp | 89.72%-73.5pp | 24.14%-7.9pp |
| Employer contribution / active EE | $1,459 | $1,431+2.0% | $4,268-65.8% | $1,862-21.6% |
| Participant deferral / active EE | $273 | $1,996-86.3% | $5,630-95.2% | $2,980-90.9% |
| Admin fee / account holder | $109 | $2,330-95.3% | $16,006-99.3% | $3,703-97.1% |