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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $66,160 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -4.84% | -11.16%+6.3pp | 10.22%-15.1pp | 39.82%-44.7pp |
| Employer contribution / active EE | $99,918 | $48,316+106.8% | $51,212+95.1% | $19,980+400.1% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |