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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $12,157 |
Filed as: MASTER BENEFIT GROUP Service code 13 ATTN TRUST ACCOUNTING DEPT. · SAINT LOUIS, MO 631236966 | Contract Administrator | $2,550 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVANON, CA 92618 | Recordkeeping Fees | $838 |
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 | $33,055 | $54,590-39.4% | $81,726-59.6% | $73,497-55.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 19.46% | 17.74%+1.7pp | 29.49%-10.0pp | 28.51%-9.1pp |
| Employer contribution / active EE | $4,359 | $1,636+166.5% | $4,311+1.1% | $2,270+92.0% |
| Participant deferral / active EE | $3,293 | $2,759+19.4% | $7,108-53.7% | $3,740-11.9% |
| Admin fee / account holder | $54 | $592-90.9% | $5,160-99.0% | $513-89.5% |