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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,024 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTR, ME 04260 | Contract Administrator | $1,425 |
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $522 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,916 | $65,092-57.1% | $143,799-80.6% | $66,938-58.3% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -15.08% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $911 | $2,362-61.4% | $4,952-81.6% | $2,545-64.2% |
| Participant deferral / active EE | $1,105 | $2,920-62.2% | $5,638-80.4% | $4,238-73.9% |
| Admin fee / account holder | $7 | $502-98.7% | $14,677-100.0% | $594-98.9% |