Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,673 |
FORVIS, LLP1 year Filed as: FORVIS Service code 99 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Other Fees | $7,240 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $7,010 |
FORVIS, LLP1 year Filed as: FORVIS PRIVATE CLIENT Service code 13 211 N BROADWAY STE 600 · SAINT LOUIS, MO 631022733 | Contract Administrator | $5,200 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $850 |
RLI INSURANCE3 years Filed as: RLI INSURANCE COMPANY Service code 99 PO BOX 801742 · KANSAS CITY, MO 641801742 | Other Fees | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,468 | $64,719-6.6% | $112,249-46.1% | $68,486-11.7% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -18.24% | -11.40%-6.8pp | 27.48%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $11,021 | $2,747+301.3% | $3,636+203.1% | $2,597+324.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $287 | $5,232-94.5% | $6,412-95.5% | $5,404-94.7% |