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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 13 · EIN 82-4555287 | Contract Administrator | $250 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 63 | 12b-1 Fees | $0 |
EDWARD JONES4 years Filed as: NICK LALONDE - EDWARD JONES Service code 27 4849 GREENVILLE AVE · DALLAS, TX 752064130 | Advisory (Plan) | $0 |
PENTEC PENSION MANAGEMENT GROUP INC10+ years Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
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 | $9,245 | $55,889-83.5% | $76,119-87.9% | $80,935-88.6% |
| Participation rate | 57.1% | 62.1%-4.9pp | 69.1%-11.9pp | 67.7%-10.5pp |
| Annual return | 19.10% | 20.58%-1.5pp | 361.25%-342.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,218 | $3,051-60.1% | $4,259-71.4% | $4,299-71.7% |
| Admin fee / account holder | $15 | $5,241-99.7% | $6,421-99.8% | $6,924-99.8% |