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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,482 |
T R PAUL INC.7+ years Filed as: TR PAUL INC Service code 13 · EIN 06-0906361 555 HERITAGE ROAD · SOUTHBURY, CT 06488 | Contract Administrator | $375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,948 | $68,681-20.0% | $86,615-36.6% | $85,847-36.0% |
| Participation rate | 98.9% | 66.4%+32.5pp | 71.6%+27.2pp | 69.3%+29.5pp |
| Annual return | 12.54% | 20.12%-7.6pp | 63.51%-51.0pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,996 | $1,880+6.1% | $2,496-20.0% | $2,565-22.2% |
| Participant deferral / active EE | $3,890 | $2,919+33.3% | $3,699+5.2% | $3,952-1.6% |
| Admin fee / account holder | $63 | $5,974-98.9% | $5,830-98.9% | $6,261-99.0% |