Filed November 7, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,363 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $13,462 |
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $3,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,567 | $52,293-64.5% | $178,499-89.6% | $73,412-74.7% |
| Participation rate | 34.5% | 65.3%-30.8pp | 81.9%-47.4pp | 72.2%-37.7pp |
| Annual return | 16.56% | 34.75%-18.2pp | 151.10%-134.5pp | 59.30%-42.7pp |
| Employer contribution / active EE | $300 | $1,735-82.7% | $5,011-94.0% | $2,234-86.6% |
| Participant deferral / active EE | $1,072 | $2,332-54.0% | $5,202-79.4% | $3,806-71.8% |
| Admin fee / account holder | $89 | $127-30.2% | $13,986-99.4% | $158-43.7% |