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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $19,961 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,724 | $47,977-40.1% | $154,111-81.4% | $56,287-49.0% |
| Participation rate | 33.5% | 66.2%-32.7pp | 83.0%-49.5pp | 69.9%-36.3pp |
| Annual return | -0.94% | 3.54%-4.5pp | 735.18%-736.1pp | -9.96%+9.0pp |
| Employer contribution / active EE | $417 | $2,169-80.8% | $5,298-92.1% | $2,111-80.3% |
| Participant deferral / active EE | $818 | $2,392-65.8% | $5,081-83.9% | $3,350-75.6% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |