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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $52,921 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $32,092 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,603 | $79,519+29.0% | $95,960+6.9% | $73,412+39.8% |
| Participation rate | 95.1% | 81.2%+13.9pp | 77.1%+18.0pp | 72.2%+22.9pp |
| Annual return | 16.90% | 19.20%-2.3pp | 91.63%-74.7pp | 59.30%-42.4pp |
| Employer contribution / active EE | $3,439 | $2,048+67.9% | $2,541+35.3% | $2,234+54.0% |
| Participant deferral / active EE | $5,993 | $4,138+44.8% | $4,167+43.8% | $3,806+57.5% |
| Admin fee / account holder | $155 | $184-15.8% | $6,797-97.7% | $158-1.7% |