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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 64 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Recordkeeping Fees | $35,156 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,494 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,637 | $78,781-66.2% | $100,530-73.5% | $73,412-63.7% |
| Participation rate | 96.5% | 80.0%+16.4pp | 79.4%+17.0pp | 72.2%+24.3pp |
| Annual return | 20.56% | 31.69%-11.1pp | 30.89%-10.3pp | 59.30%-38.7pp |
| Employer contribution / active EE | $2,239 | $2,420-7.5% | $3,418-34.5% | $2,234+0.2% |
| Participant deferral / active EE | $1,785 | $6,537-72.7% | $6,271-71.5% | $3,806-53.1% |
| Admin fee / account holder | $26 | $145-82.1% | $8,083-99.7% | $158-83.5% |