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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-1411037 455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,275 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS CAPITAL INC Service code 13 · EIN 45-2712335 200 COLONIAL CENTER PKWY · LAKE MARY, FL 32746 | Contract Administrator | $1,050 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,101 | $45,343-29.2% | $150,298-78.6% | $67,986-52.8% |
| Participation rate | 93.7% | 51.9%+41.8pp | 77.8%+15.9pp | 57.2%+36.5pp |
| Annual return | 15.54% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,464 | $1,462+0.2% | $4,154-64.8% | $2,019-27.5% |
| Participant deferral / active EE | $1,891 | $2,055-7.9% | $5,453-65.3% | $3,358-43.7% |
| Admin fee / account holder | $44 | $2,250-98.0% | $14,116-99.7% | $3,203-98.6% |