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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $21,741 |
MASTER BENEFIT GROUP, INC.3 years Filed as: MASTER BENEFIT GROUP Service code 13 ATTN TRUST ACCOUNTING DEPT. · SAINT LOUIS, MO 631236966 | Contract Administrator | $10,667 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVANON, CA 92618 | Recordkeeping Fees | $1,063 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,699 | $50,199-32.9% | $69,884-51.8% | $66,938-49.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -17.82% | -13.85%-4.0pp | 190.81%-208.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $6,198 | $1,864+232.5% | $2,560+142.1% | $2,545+143.5% |
| Participant deferral / active EE | $4,083 | $3,112+31.2% | $3,848+6.1% | $4,238-3.7% |
| Admin fee / account holder | $131 | $600-78.1% | $6,266-97.9% | $594-77.9% |