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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES9 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $22,149 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH RETIREMENT PN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,422 | $55,472-41.6% | $155,567-79.2% | $74,546-56.5% |
| Participation rate | 33.9% | 61.9%-28.0pp | 78.2%-44.3pp | 67.2%-33.3pp |
| Annual return | 11.71% | 268.72%-257.0pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $597 | $2,269-73.7% | $4,674-87.2% | $2,624-77.3% |
| Participant deferral / active EE | $1,054 | $2,838-62.8% | $5,628-81.3% | $4,347-75.7% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |