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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 | $43,749-26.6% | $158,223-79.7% | $65,306-50.8% |
| Participation rate | 93.7% | 56.9%+36.8pp | 79.2%+14.5pp | 57.7%+36.0pp |
| Annual return | 15.54% | 19.41%-3.9pp | 52.09%-36.6pp | 21.94%-6.4pp |
| Employer contribution / active EE | $1,464 | $1,497-2.2% | $4,109-64.4% | $1,967-25.6% |
| Participant deferral / active EE | $1,891 | $2,019-6.3% | $5,467-65.4% | $2,959-36.1% |
| Admin fee / account holder | $44 | $1,930-97.7% | $16,047-99.7% | $3,480-98.7% |