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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $20,040 |
MASTER BENEFIT GROUP, INC.2 years Filed as: MASTER BENEFIT GROUP Service code 13 ATTN TRUST ACCOUNTING DEPT. · SAINT LOUIS, MO 631236966 | Contract Administrator | $9,839 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVANON, CA 92618 | Recordkeeping Fees | $738 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,740 | $59,584-31.6% | $86,615-53.0% | $79,391-48.7% |
| Participation rate | 99.2% | 67.7%+31.5pp | 71.6%+27.5pp | 70.7%+28.4pp |
| Annual return | 16.63% | 23.15%-6.5pp | 63.51%-46.9pp | 116.88%-100.3pp |
| Employer contribution / active EE | $4,915 | $1,768+178.0% | $2,496+96.9% | $2,428+102.4% |
| Participant deferral / active EE | $4,017 | $3,036+32.3% | $3,699+8.6% | $4,046-0.7% |
| Admin fee / account holder | $120 | $604-80.2% | $5,830-97.9% | $627-80.9% |