Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 1255 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $54,774 |
DEFINITI LLC2 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $1,355 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIRE PLAN SERVICES Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,322 | $55,470-20.1% | $155,556-71.5% | $74,478-40.5% |
| Participation rate | 49.3% | 61.9%-12.6pp | 78.2%-28.9pp | 67.2%-17.9pp |
| Annual return | 13.99% | 269.80%-255.8pp | 64.84%-50.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $1,206 | $2,267-46.8% | $4,675-74.2% | $2,626-54.1% |
| Participant deferral / active EE | $1,665 | $2,838-41.3% | $5,631-70.4% | $4,350-61.7% |
| Admin fee / account holder | $203 | $1,744-88.4% | $15,885-98.7% | $1,946-89.6% |