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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $967 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $400 |
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.
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,796 | $66,124-92.7% | $90,440-94.7% | $73,493-93.5% |
| Participation rate | 37.9% | 69.7%-31.7pp | 72.7%-34.8pp | 70.7%-32.8pp |
| Annual return | 10.81% | 17.65%-6.8pp | 1294.38%-1283.6pp | 28.51%-17.7pp |
| Employer contribution / active EE | $466 | $2,346-80.1% | $3,263-85.7% | $2,270-79.5% |
| Participant deferral / active EE | $669 | $3,039-78.0% | $3,964-83.1% | $3,740-82.1% |
| Admin fee / account holder | $28 | $396-92.8% | $5,615-99.5% | $513-94.4% |