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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $26,026 |
Filed as: CLEMENTS, PURVIS & STEWART, P.C. Service code 10 · EIN 58-1414947 1201 MADISON AVENUE NORTH · DOUGLAS, GA 31534 | Accounting | $13,500 |
Service code 13 · EIN 58-1382220 405 TIFT AVENUE · TIFTON, GA 31794 | Contract Administrator | $10,895 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,334 | $62,715+21.7% | $104,301-26.8% | $66,930+14.0% |
| Participation rate | 52.1% | 59.6%-7.5pp | 73.3%-21.2pp | 69.8%-17.7pp |
| Annual return | -20.09% | -14.70%-5.4pp | 24.61%-44.7pp | 1.57%-21.7pp |
| Employer contribution / active EE | $1,655 | $1,976-16.2% | $3,373-50.9% | $2,545-35.0% |
| Participant deferral / active EE | $3,736 | $2,852+31.0% | $4,626-19.2% | $4,238-11.9% |
| Admin fee / account holder | $397 | $657-39.5% | $7,340-94.6% | $593-33.1% |