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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $53,648 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $45,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,894 | $72,303+11.9% | $86,691-6.7% | $64,814+24.8% |
| Participation rate | 86.9% | 80.4%+6.4pp | 76.6%+10.3pp | 71.5%+15.4pp |
| Annual return | -16.51% | 392.77%-409.3pp | 35.94%-52.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $1,280 | $2,393-46.5% | $2,837-54.9% | $2,507-48.9% |
| Participant deferral / active EE | $6,555 | $4,660+40.7% | $4,656+40.8% | $4,310+52.1% |
| Admin fee / account holder | $163 | $174-6.4% | $7,492-97.8% | $188-13.3% |