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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 1255 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $8,628 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 95-1411037 | Recordkeeping | $8,012 |
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 | $179,354 | $82,980+116.1% | $103,378+73.5% | $77,692+130.9% |
| Participation rate | 98.3% | 71.5%+26.8pp | 74.5%+23.8pp | 70.6%+27.8pp |
| Annual return | 9.63% | 19.11%-9.5pp | 24.91%-15.3pp | 31.25%-21.6pp |
| Employer contribution / active EE | $17,701 | $3,554+398.1% | $3,870+357.3% | $2,726+549.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $41 | $639-93.5% | $8,401-99.5% | $431-90.4% |