Filed December 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 50 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $1,542 |
THE BENEFIT PRACTICE3 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,261 | $74,706-34.1% | $75,696-34.9% | $79,386-37.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 31.13% | 18.52%+12.6pp | 104.53%-73.4pp | 116.85%-85.7pp |
| Employer contribution / active EE | $5,638 | $2,590+117.7% | $2,743+105.6% | $2,427+132.3% |
| Participant deferral / active EE | $6,762 | $3,533+91.4% | $3,821+76.9% | $4,046+67.1% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |