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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 | $45,343-17.9% | $150,298-75.2% | $67,986-45.2% |
| Participation rate | 78.0% | 51.9%+26.2pp | 77.8%+0.3pp | 57.2%+20.8pp |
| Annual return | 16.20% | 33.28%-17.1pp | 62.79%-46.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,459 | $1,462-0.2% | $4,154-64.9% | $2,019-27.7% |
| Participant deferral / active EE | $273 | $2,055-86.7% | $5,453-95.0% | $3,358-91.9% |
| Admin fee / account holder | $109 | $2,250-95.2% | $14,116-99.2% | $3,203-96.6% |