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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,543 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 23693 NETWORK PL · CHICAGO, IL 606731236 | Contract Administrator | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,498 | $65,072-36.2% | $66,439-37.5% | $65,306-36.5% |
| Participation rate | 52.6% | 69.1%-16.5pp | 74.5%-21.9pp | 57.7%-5.1pp |
| Annual return | 15.79% | 21.50%-5.7pp | 757.66%-741.9pp | 21.94%-6.2pp |
| Employer contribution / active EE | $1,275 | $2,475-48.5% | $2,637-51.6% | $1,967-35.2% |
| Participant deferral / active EE | $2,865 | $3,234-11.4% | $3,876-26.1% | $2,959-3.2% |
| Admin fee / account holder | $23 | $1,323-98.2% | $6,173-99.6% | $3,480-99.3% |