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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 | $46,688-20.2% | $189,758-80.4% | $69,733-46.6% |
| Participation rate | 78.0% | 61.7%+16.3pp | 79.8%-1.8pp | 62.5%+15.6pp |
| Annual return | 16.20% | 14.35%+1.9pp | 52.62%-36.4pp | 15.22%+1.0pp |
| Employer contribution / active EE | $1,459 | $1,695-13.9% | $4,767-69.4% | $2,250-35.2% |
| Participant deferral / active EE | $273 | $2,143-87.3% | $5,856-95.3% | $3,054-91.1% |
| Admin fee / account holder | $109 | $1,700-93.6% | $20,388-99.5% | $3,102-96.5% |