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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $94,155 |
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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 | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 0.47% | -2.53%+3.0pp | -61.72%+62.2pp | -0.69%+1.2pp |
| Employer contribution / active EE | $105,165 | $37,001+184.2% | $47,703+120.5% | $16,786+526.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |