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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 51 1220 PONTIAC AVENUE, SUITE 301 · CRANSTON, RI 02920 | Investment Mgmt Fees | $5,911 |
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 | $4,441 | $61,166-92.7% | $185,837-97.6% | $79,393-94.4% |
| Participation rate | 95.4% | 66.6%+28.8pp | 81.7%+13.7pp | 70.7%+24.7pp |
| Annual return | 28.13% | 19.45%+8.7pp | 122.08%-93.9pp | 116.87%-88.7pp |
| Employer contribution / active EE | $573 | $2,321-75.3% | $5,168-88.9% | $2,428-76.4% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $36 | $710-95.0% | $16,241-99.8% | $627-94.3% |