| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 95-1411037 | Recordkeeping | $6,707 |
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,459 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,197 | $93,010+93.7% | $96,543+86.7% | $74,478+141.9% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.3%+24.5pp | 70.7%+28.2pp |
| Annual return | 9.43% | 37.50%-28.1pp | 35.75%-26.3pp | 34.37%-24.9pp |
| Employer contribution / active EE | $18,248 | $3,427+432.4% | $3,741+387.8% | $2,637+592.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $37 | $633-94.2% | $6,737-99.5% | $347-89.4% |