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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $35,745 |
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $2,460 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,662 | $122,042-51.1% | $184,260-67.6% | $74,459-19.9% |
| Participation rate | 93.4% | 85.5%+7.9pp | 86.8%+6.6pp | 67.2%+26.2pp |
| Annual return | 22.01% | 19.91%+2.1pp | 28.84%-6.8pp | 1369.70%-1347.7pp |
| Employer contribution / active EE | $4,385 | $4,537-3.4% | $6,427-31.8% | $2,626+67.0% |
| Participant deferral / active EE | $8,701 | $7,143+21.8% | $9,133-4.7% | $4,350+100.0% |
| Admin fee / account holder | $155 | $1,252-87.6% | $13,898-98.9% | $1,945-92.0% |