Filed September 17, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CONDLEY AND COMPANY, LLP4 years Filed as: CONDLEY AND COMPANY LLP Service code 99 P.O. BOX 2993 · ABILINE, TX 796042993 | Other Fees | $15,700 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,056 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,820 | $101,653-34.3% | $147,080-54.6% | $74,459-10.3% |
| Participation rate | 84.7% | 75.6%+9.2pp | 82.2%+2.6pp | 67.2%+17.5pp |
| Annual return | 13.48% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,881 | $3,813-24.4% | $4,933-41.6% | $2,626+9.7% |
| Participant deferral / active EE | $3,904 | $7,304-46.6% | $8,066-51.6% | $4,350-10.2% |
| Admin fee / account holder | $137 | $1,752-92.2% | $12,989-98.9% | $1,945-93.0% |