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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, ME 63131 | Advisory (Plan) | $3,567 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,262 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,911 | $80,753-41.9% | $136,298-65.6% | $62,293-24.7% |
| Participation rate | 71.3% | 73.5%-2.3pp | 81.9%-10.6pp | 69.5%+1.8pp |
| Annual return | 11.49% | 35.83%-24.3pp | 5156.27%-5144.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $756 | $2,884-73.8% | $4,696-83.9% | $2,042-63.0% |
| Participant deferral / active EE | $2,259 | $5,164-56.3% | $6,247-63.8% | $3,169-28.7% |
| Admin fee / account holder | $56 | $525-89.3% | $9,244-99.4% | $479-88.3% |