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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $55,633 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 4.25% | 6.37%-2.1pp | 8.04%-3.8pp | 7.65%-3.4pp |
| Employer contribution / active EE | $109,957 | $48,951+124.6% | $42,693+157.6% | $20,582+434.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |