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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD JONES - JESSIE O'BRIEN Service code 17 · EIN 43-1591643 | Pension Consulting | $19,077 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $874 |
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 | $31,792 | $60,989-47.9% | $60,919-47.8% | $66,949-52.5% |
| Participation rate | 77.9% | 74.5%+3.4pp | 73.1%+4.8pp | 69.8%+8.1pp |
| Annual return | -17.35% | -9.60%-7.8pp | 16.96%-34.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $773 | $2,661-70.9% | $2,704-71.4% | $2,545-69.6% |
| Participant deferral / active EE | $4,017 | $3,615+11.1% | $3,814+5.3% | $4,239-5.2% |
| Admin fee / account holder | $168 | $338-50.5% | $3,228-94.8% | $594-71.8% |