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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,507 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,494 | $42,548-23.6% | $74,550-56.4% | $56,287-42.3% |
| Participation rate | 48.2% | 60.5%-12.2pp | 69.1%-20.9pp | 69.9%-21.6pp |
| Annual return | -5.41% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,687 | $2,277-25.9% | $3,108-45.7% | $3,350-49.6% |
| Admin fee / account holder | $76 | $467-83.8% | $5,060-98.5% | $521-85.5% |