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| Provider | Service type | Compensation |
|---|---|---|
GYK ANTLER LLC1 year Service code 99 175 CANAL ST · MANCHESTER, NH 03101 | Other Fees | $3,920 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,394 | $102,385-39.1% | $147,080-57.6% | $80,935-22.9% |
| Participation rate | 93.4% | 75.9%+17.6pp | 82.2%+11.3pp | 67.7%+25.8pp |
| Annual return | 11.56% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $884 | $3,717-76.2% | $4,933-82.1% | $2,757-67.9% |
| Participant deferral / active EE | $8,104 | $6,651+21.9% | $8,066+0.5% | $4,299+88.5% |
| Admin fee / account holder | $84 | $7,951-98.9% | $12,989-99.4% | $6,924-98.8% |