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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,839 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 200 JOHN JAMES AUDUBON PKWY STE 100 · AMHERST, NY 142281120 | Contract Administrator | $5,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,938 | $86,655-55.1% | $119,608-67.4% | $66,930-41.8% |
| Participation rate | 91.6% | 75.6%+16.0pp | 79.3%+12.3pp | 69.8%+21.7pp |
| Annual return | -12.70% | -8.00%-4.7pp | -14.98%+2.3pp | 1.57%-14.3pp |
| Employer contribution / active EE | $3,333 | $2,536+31.4% | $4,232-21.3% | $2,545+31.0% |
| Participant deferral / active EE | $4,742 | $4,358+8.8% | $5,601-15.3% | $4,238+11.9% |
| Admin fee / account holder | $55 | $755-92.7% | $10,326-99.5% | $593-90.7% |