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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $29,684 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,260 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $62,543-100.0% | $83,322-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 77.8%-77.8pp | 70.9%-70.9pp |
| Annual return | -4.82% | 14.85%-19.7pp | 10.64%-15.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,003 | $2,427-17.5% | $3,379-40.7% | $2,078-3.6% |
| Participant deferral / active EE | $1,752 | $5,682-69.2% | $5,565-68.5% | $3,356-47.8% |
| Admin fee / account holder | $0 | $103-100.0% | $7,540-100.0% | $115-100.0% |