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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $47,290 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $7,893 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,123 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,384 | $55,441-0.1% | $76,002-27.1% | $77,671-28.7% |
| Participation rate | 73.4% | 63.6%+9.8pp | 69.1%+4.3pp | 70.6%+2.8pp |
| Annual return | 21.57% | 17.08%+4.5pp | 360.07%-338.5pp | 31.21%-9.6pp |
| Employer contribution / active EE | $3,094 | $1,789+72.9% | $2,688+15.1% | $2,726+13.5% |
| Participant deferral / active EE | $6,902 | $3,451+100.0% | $4,257+62.1% | $4,648+48.5% |
| Admin fee / account holder | $149 | $407-63.5% | $6,414-97.7% | $430-65.5% |