Filed December 7, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 50 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $1,830 |
THE BENEFIT PRACTICE4 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $1,500 |
Service code 50 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Direct Payment | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,654 | $60,989-30.1% | $60,919-30.0% | $66,949-36.3% |
| Participation rate | 97.8% | 74.5%+23.3pp | 73.1%+24.7pp | 69.8%+28.0pp |
| Annual return | -15.39% | -9.60%-5.8pp | 16.96%-32.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $6,479 | $2,661+143.5% | $2,704+139.6% | $2,545+154.5% |
| Participant deferral / active EE | $8,049 | $3,615+122.7% | $3,814+111.0% | $4,239+89.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |