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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $20,676 |
THE BENEFIT PRACTICE1+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $6,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,893 | $71,666+4.5% | $117,860-36.5% | $69,631+7.6% |
| Participation rate | 78.6% | 77.5%+1.0pp | 79.7%-1.1pp | 70.7%+7.9pp |
| Annual return | 17.54% | 18.86%-1.3pp | 335.10%-317.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $3,140 | $1,889+66.2% | $3,786-17.1% | $2,032+54.5% |
| Participant deferral / active EE | $4,250 | $3,340+27.3% | $4,482-5.2% | $3,224+31.8% |
| Admin fee / account holder | $48 | $120-60.3% | $8,021-99.4% | $110-56.7% |