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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,073 |
T R PAUL INC.9+ years Filed as: TR PAUL INC Service code 13 · EIN 06-0906361 555 HERITAGE ROAD · SOUTHBURY, CT 06488 | Contract Administrator | $1,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,978 | $58,099+11.8% | $76,872-15.5% | $75,173-13.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 18.38% | 26.71%-8.3pp | 37.90%-19.5pp | 160.72%-142.3pp |
| Employer contribution / active EE | $3,442 | $1,996+72.5% | $2,533+35.8% | $2,671+28.9% |
| Participant deferral / active EE | $5,250 | $2,999+75.0% | $3,832+37.0% | $4,126+27.2% |
| Admin fee / account holder | $90 | $4,778-98.1% | $5,476-98.4% | $5,651-98.4% |