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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $20,748 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH RETIREMENT PN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $425 |
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 | $25,496 | $65,083-60.8% | $143,788-82.3% | $66,930-61.9% |
| Participation rate | 32.9% | 65.2%-32.3pp | 80.3%-47.4pp | 69.8%-36.9pp |
| Annual return | -15.03% | -11.13%-3.9pp | -0.03%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $506 | $2,361-78.6% | $4,952-89.8% | $2,545-80.1% |
| Participant deferral / active EE | $1,060 | $2,920-63.7% | $5,638-81.2% | $4,238-75.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |