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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,259 |
HARRIS & CO PLLC5 years Service code 10 2289 S BONITO WY STE 100 · MERIDIAN, ID 83642 | Accounting | $7,300 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,250 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,540 | $82,678-29.2% | $125,391-53.3% | $68,490-14.5% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.4%-9.9pp | 67.9%+4.6pp |
| Annual return | -15.29% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,455 | $3,382-27.4% | $4,816-49.0% | $2,597-5.5% |
| Participant deferral / active EE | $4,908 | $6,111-19.7% | $7,448-34.1% | $4,028+21.9% |
| Admin fee / account holder | $3 | $6,277-100.0% | $10,009-100.0% | $5,403-99.9% |