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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,947 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,508 | $55,423-41.3% | $155,602-79.1% | $74,400-56.3% |
| Participation rate | 81.3% | 61.9%+19.4pp | 78.2%+3.1pp | 67.2%+14.1pp |
| Annual return | 17.31% | 269.07%-251.8pp | 64.81%-47.5pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $1,583 | $2,266-30.1% | $4,675-66.1% | $2,624-39.7% |
| Participant deferral / active EE | $293 | $2,835-89.7% | $5,629-94.8% | $4,348-93.3% |
| Admin fee / account holder | $66 | $1,744-96.2% | $15,923-99.6% | $1,944-96.6% |