| 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 | $83,023+116.0% | $102,437+75.1% | $77,762+130.6% |
| Participation rate | 98.3% | 71.5%+26.8pp | 74.5%+23.8pp | 70.6%+27.7pp |
| Annual return | 9.63% | 19.12%-9.5pp | 24.95%-15.3pp | 31.27%-21.6pp |
| Employer contribution / active EE | $17,701 | $3,552+398.3% | $3,871+357.3% | $2,728+548.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $41 | $639-93.5% | $8,388-99.5% | $433-90.4% |