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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 | $77,788+156.8% | $119,126+67.7% | $64,728+208.6% |
| Participation rate | 99.1% | 69.4%+29.7pp | 75.8%+23.3pp | 57.9%+41.2pp |
| Annual return | 24.07% | 13.19%+10.9pp | 282.11%-258.0pp | 49.38%-25.3pp |
| Employer contribution / active EE | $20,758 | $4,031+414.9% | $4,034+414.6% | $2,243+825.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $62 | $1,365-95.5% | $10,693-99.4% | $1,145-94.6% |