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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $10,672 |
EDWARD JONES4 years Service code 27 1255 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,791 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,775 | $81,557+145.0% | $123,973+61.1% | $65,191+206.4% |
| Participation rate | 99.1% | 77.8%+21.3pp | 76.7%+22.4pp | 63.0%+36.1pp |
| Annual return | 24.07% | 11.45%+12.6pp | 388.13%-364.1pp | 51.24%-27.2pp |
| Employer contribution / active EE | $20,758 | $4,637+347.7% | $4,126+403.1% | $2,400+764.9% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $62 | $1,040-94.0% | $11,799-99.5% | $907-93.2% |