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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $0 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $0 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE Service code 13 PO BOX 478 · NORTH HAVEN, CT 06473 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,748 | $46,464+32.9% | $150,298-58.9% | $79,634-22.5% |
| Participation rate | 27.9% | 57.0%-29.0pp | 77.8%-49.8pp | 62.5%-34.6pp |
| Annual return | 17.58% | 27.89%-10.3pp | 62.79%-45.2pp | 36.46%-18.9pp |
| Employer contribution / active EE | $733 | $1,512-51.5% | $4,154-82.4% | $2,529-71.0% |
| Participant deferral / active EE | $935 | $2,157-56.6% | $5,453-82.9% | $3,835-75.6% |
| Admin fee / account holder | $76 | $891-91.5% | $14,116-99.5% | $1,002-92.4% |