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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $18,586 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Contract Administrator | $7,013 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH RETIREMENT PN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,147 | $58,888-45.4% | $178,499-82.0% | $73,493-56.3% |
| Participation rate | 30.7% | 66.2%-35.5pp | 81.9%-51.2pp | 70.7%-39.9pp |
| Annual return | 13.78% | 24.86%-11.1pp | 151.10%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $340 | $2,236-84.8% | $5,011-93.2% | $2,270-85.0% |
| Participant deferral / active EE | $670 | $2,568-73.9% | $5,202-87.1% | $3,740-82.1% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |