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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 | $64,705-35.9% | $62,929-34.1% | $67,986-39.0% |
| Participation rate | 52.6% | 65.6%-13.0pp | 73.1%-20.5pp | 57.2%-4.6pp |
| Annual return | 15.79% | 20.31%-4.5pp | 1063.93%-1048.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,275 | $2,376-46.3% | $2,505-49.1% | $2,019-36.8% |
| Participant deferral / active EE | $2,865 | $3,198-10.4% | $3,888-26.3% | $3,358-14.7% |
| Admin fee / account holder | $23 | $1,428-98.4% | $5,065-99.5% | $3,203-99.3% |