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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SELECT EQUITY GROUP Service code 51 · EIN 46-3465710 | Investment Mgmt Fees | $87,969 |
Service code 51 · EIN 90-0325439 | Investment Mgmt Fees | $11,449 |
AMERICAN FUNDS1 year Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 51 | Investment Mgmt Fees | $8,971 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 10.64% | 10.25%+0.4pp | 35.16%-24.5pp | 22.81%-12.2pp |
| Employer contribution / active EE | $75,530 | $45,684+65.3% | $46,401+62.8% | $18,290+313.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |