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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,223 |
T R PAUL INC.6+ years Filed as: TR PAUL INC Service code 13 · EIN 06-0906361 14 COMMERCE ROAD · NEWTOWN, CT 06470 | Contract Administrator | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,333 | $63,082-23.4% | $81,726-40.9% | $79,856-39.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.83% | 22.66%-8.8pp | 29.49%-15.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,248 | $1,795+25.2% | $4,311-47.9% | $2,471-9.0% |
| Participant deferral / active EE | $4,521 | $2,780+62.6% | $7,108-36.4% | $3,741+20.9% |
| Admin fee / account holder | $83 | $4,428-98.1% | $5,160-98.4% | $5,306-98.4% |