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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7+ years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $15,858 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,388 |
10 funds of $250K or more; 18 lines in all, holding $10.4M of the plan's $10.6M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $2.3M | 22.6% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $2.2M | 21.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $1.4M | 13.0% |
| American Funds Investment Company of America Fund Capital Group · Mutual fund Recordkeeper's own fund | $1.2M | 11.9% |
| Invesco American Franchise Fund Class A Invesco · Mutual fund Possible retail class A | $611K | 5.9% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $600K | 5.8% |
| The Bond Fund of America Capital Group · Mutual fund Recordkeeper's own fund | $409K | 3.9% |
| The New Economy Fund Capital Group · Mutual fund Recordkeeper's own fund | $391K | 3.8% |
| Invesco Discovery Mid Cap Growth Fund Class A Invesco · Mutual fund Possible retail class A | $360K | 3.5% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $306K | 2.9% |
See the other 8 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,320 | $101,317+2.0% | $146,958-29.7% | $74,495+38.7% |
| Participation rate | 57.7% | 75.5%-17.8pp | 82.2%-24.5pp | 67.2%-9.5pp |
| Annual return | 17.38% | 8730.91%-8713.5pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $369 | $3,810-90.3% | $4,933-92.5% | $2,623-85.9% |
| Participant deferral / active EE | $2,241 | $7,303-69.3% | $8,070-72.2% | $4,346-48.4% |
| Admin fee / account holder | $187 | $1,739-89.3% | $12,998-98.6% | $1,942-90.4% |