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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $18,012 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,050 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $788 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,884 | $89,370-39.7% | $141,197-61.8% | $72,976-26.2% |
| Participation rate | 83.6% | 75.1%+8.4pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 10.65% | 111.88%-101.2pp | 71.41%-60.8pp | 81.02%-70.4pp |
| Employer contribution / active EE | $1,860 | $3,115-40.3% | $4,736-60.7% | $2,440-23.8% |
| Participant deferral / active EE | $3,506 | $5,419-35.3% | $6,710-47.8% | $3,608-2.8% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |