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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES Service code 27 · EIN 26-4789150 | Advisory (Plan) | $72,153 |
NWPS2 years Service code 11 · EIN 91-2090931 | Actuarial | $33,172 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $12,256 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 8.51% | 7.78%+0.7pp | 8.04%+0.5pp | 8.21%+0.3pp |
| Employer contribution / active EE | $17,609 | $18,545-5.1% | $42,693-58.8% | $13,841+27.2% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |