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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $4,777 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,487 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $225 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,013 | $59,267-5.5% | $96,575-42.0% | $79,393-29.4% |
| Participation rate | 63.8% | 61.9%+1.9pp | 69.8%-6.0pp | 70.7%-6.9pp |
| Annual return | 11.49% | 27.08%-15.6pp | 37.79%-26.3pp | 116.87%-105.4pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,338 | $2,947+13.2% | $3,849-13.3% | $4,046-17.5% |
| Admin fee / account holder | -$7 | $659-101.0% | $6,182-100.1% | $627-101.1% |