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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 | $41,016-9.2% | $152,093-75.5% | $64,097-41.9% |
| Participation rate | 78.0% | 51.3%+26.7pp | 77.8%+0.2pp | 55.2%+22.8pp |
| Annual return | 16.20% | 39.60%-23.4pp | 66.36%-50.2pp | 34.64%-18.4pp |
| Employer contribution / active EE | $1,459 | $1,342+8.7% | $4,175-65.0% | $1,891-22.9% |
| Participant deferral / active EE | $273 | $1,927-85.9% | $5,451-95.0% | $3,080-91.1% |
| Admin fee / account holder | $109 | $2,305-95.3% | $14,497-99.2% | $3,454-96.8% |