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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 | $88,183+126.5% | $107,187+86.4% | $71,012+181.3% |
| Participation rate | 99.1% | 67.5%+31.6pp | 75.0%+24.1pp | 58.6%+40.5pp |
| Annual return | 24.07% | 16.47%+7.6pp | 204.55%-180.5pp | 37.67%-13.6pp |
| Employer contribution / active EE | $20,758 | $3,914+430.4% | $3,782+448.8% | $2,348+784.1% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $62 | $1,430-95.7% | $9,162-99.3% | $1,167-94.7% |