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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 | $41,016-21.7% | $152,093-78.9% | $64,097-49.9% |
| Participation rate | 93.7% | 51.3%+42.3pp | 77.8%+15.9pp | 55.2%+38.5pp |
| Annual return | 15.54% | 39.60%-24.1pp | 66.36%-50.8pp | 34.64%-19.1pp |
| Employer contribution / active EE | $1,464 | $1,342+9.1% | $4,175-64.9% | $1,891-22.6% |
| Participant deferral / active EE | $1,891 | $1,927-1.9% | $5,451-65.3% | $3,080-38.6% |
| Admin fee / account holder | $44 | $2,305-98.1% | $14,497-99.7% | $3,454-98.7% |