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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES Service code 27 · EIN 26-4789150 | Advisory (Plan) | $69,480 |
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $32,624 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $11,451 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 8.19% | 10.02%-1.8pp | 35.16%-27.0pp | 9.89%-1.7pp |
| Employer contribution / active EE | $23,908 | $18,708+27.8% | $46,401-48.5% | $14,313+67.0% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |