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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,172 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,500 |
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 | $27,479 | $65,092-57.8% | $143,799-80.9% | $66,938-58.9% |
| Participation rate | 78.3% | 65.2%+13.1pp | 80.3%-2.1pp | 69.8%+8.4pp |
| Annual return | -15.49% | -11.14%-4.4pp | -0.04%-15.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,272 | $2,362-46.1% | $4,952-74.3% | $2,545-50.0% |
| Participant deferral / active EE | $317 | $2,920-89.2% | $5,638-94.4% | $4,238-92.5% |
| Admin fee / account holder | $84 | $502-83.3% | $14,677-99.4% | $594-85.9% |