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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $16,859 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,826 | $59,839+28.4% | $81,991-6.3% | $79,852-3.8% |
| Participation rate | 36.3% | 61.6%-25.4pp | 69.3%-33.0pp | 69.6%-33.4pp |
| Annual return | 9.84% | 17.56%-7.7pp | 41.31%-31.5pp | 31.72%-21.9pp |
| Employer contribution / active EE | $936 | $1,713-45.4% | $2,498-62.5% | $2,471-62.1% |
| Participant deferral / active EE | $2,319 | $2,695-13.9% | $3,722-37.7% | $3,740-38.0% |
| Admin fee / account holder | $444 | $4,287-89.6% | $5,665-92.2% | $5,306-91.6% |