| 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 | $86,882+129.9% | $150,734+32.5% | $69,255+188.5% |
| Participation rate | 99.1% | 84.3%+14.8pp | 78.4%+20.6pp | 69.0%+30.0pp |
| Annual return | 24.07% | 10.69%+13.4pp | 600.81%-576.7pp | 26.73%-2.7pp |
| Employer contribution / active EE | $20,758 | $5,194+299.7% | $4,918+322.1% | $2,645+684.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $62 | $630-90.2% | $14,905-99.6% | $733-91.6% |