Filed November 7, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,238 |
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $12,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,332 | $62,928-75.6% | $172,752-91.1% | $67,579-77.3% |
| Participation rate | 36.7% | 64.5%-27.8pp | 82.6%-46.0pp | 71.3%-34.6pp |
| Annual return | 21.93% | 30.36%-8.4pp | 802.97%-781.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $383 | $1,636-76.6% | $5,144-92.6% | $2,148-82.2% |
| Participant deferral / active EE | $1,030 | $2,145-52.0% | $5,198-80.2% | $3,539-70.9% |
| Admin fee / account holder | $79 | $167-52.4% | $13,955-99.4% | $142-44.2% |