Filed September 12, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE5 years Service code 13 1055 WASHINGTON BLVD.SUITE 610 · STAMFORD, CT 069012218 | Contract Administrator | $9,885 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,810 | $74,706+14.9% | $75,717+13.3% | $79,393+8.1% |
| Participation rate | 80.4% | 75.3%+5.0pp | 74.8%+5.5pp | 70.7%+9.7pp |
| Annual return | 14.96% | 18.52%-3.6pp | 104.58%-89.6pp | 116.87%-101.9pp |
| Employer contribution / active EE | $4,057 | $2,590+56.7% | $2,743+47.9% | $2,428+67.1% |
| Participant deferral / active EE | $5,823 | $3,533+64.8% | $3,821+52.4% | $4,046+43.9% |
| Admin fee / account holder | $67 | $374-82.1% | $3,619-98.1% | $627-89.3% |