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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 51 1220 PONTIAC AVENUE, SUITE 301 · CRANSTON, RI 02920 | Investment Mgmt Fees | $7,051 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,436 | $77,638-91.7% | $156,551-95.9% | $62,881-89.8% |
| Participation rate | 99.0% | 71.2%+27.8pp | 84.0%+14.9pp | 69.3%+29.7pp |
| Annual return | -1.07% | 50.33%-51.4pp | 32.23%-33.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $781 | $3,444-77.3% | $5,501-85.8% | $2,281-65.7% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $56 | $5,561-99.0% | $13,028-99.6% | $4,296-98.7% |