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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $17,215 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,756 | $41,016-15.3% | $152,093-77.1% | $64,097-45.8% |
| Participation rate | 69.8% | 51.3%+18.5pp | 77.8%-8.0pp | 55.2%+14.6pp |
| Annual return | 11.86% | 39.60%-27.7pp | 66.36%-54.5pp | 34.64%-22.8pp |
| Employer contribution / active EE | $1,374 | $1,342+2.3% | $4,175-67.1% | $1,891-27.4% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $20 | $2,305-99.1% | $14,497-99.9% | $3,454-99.4% |