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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,468 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,202 |
4 funds of $250K or more; 8 lines in all, holding $3.3M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.2M | 96.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $48K | 1.4% |
| Maturity Value Cost Value Mutual funds Manager not matched · Mutual fund | $46K | 1.4% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $22K | 0.7% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $7K | 0.2% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $1K | <0.1% |
| BNY Mellon Small/Mid Cap Growth 1 BNY · Other | $246 | <0.1% |
| MFS New Discovery Value Fund R4 MFS (Sun Life) · Mutual fund | $149 | <0.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,759 | $54,193-39.6% | $93,606-65.0% | $77,643-57.8% |
| Participation rate | 35.3% | 63.9%-28.6pp | 68.7%-33.4pp | 70.6%-35.3pp |
| Annual return | 11.18% | 30.54%-19.4pp | 133.20%-122.0pp | 31.24%-20.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $813 | $3,144-74.2% | $4,411-81.6% | $4,647-82.5% |
| Admin fee / account holder | $94 | $576-83.7% | $8,285-98.9% | $430-78.2% |