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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MGMT CO INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $80,227 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $8,041 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $665,302 | $82,674+704.7% | $125,363+430.7% | $68,495+871.3% |
| Participation rate | 85.9% | 75.0%+10.9pp | 82.4%+3.5pp | 67.9%+18.0pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $9,239 | $3,382+173.2% | $4,815+91.9% | $2,596+255.8% |
| Participant deferral / active EE | $13,619 | $6,111+122.9% | $7,447+82.9% | $4,028+238.2% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |