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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES - JESSIE O'BRIEN Service code 26 · EIN 43-1591643 | Advisory (Participants) | $18,147 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $2,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,077 | $74,706-43.7% | $75,714-44.4% | $79,391-47.0% |
| Participation rate | 66.7% | 75.3%-8.7pp | 74.8%-8.2pp | 70.7%-4.0pp |
| Annual return | 15.56% | 18.52%-3.0pp | 104.62%-89.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $713 | $2,590-72.5% | $2,744-74.0% | $2,428-70.6% |
| Participant deferral / active EE | $3,335 | $3,533-5.6% | $3,820-12.7% | $4,046-17.6% |
| Admin fee / account holder | $202 | $374-46.2% | $3,619-94.4% | $627-67.8% |