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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $57,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,119 | $78,607-8.3% | $105,624-31.7% | $74,478-3.2% |
| Participation rate | 99.5% | 72.8%+26.7pp | 75.3%+24.2pp | 67.2%+32.3pp |
| Annual return | 15.42% | 15.96%-0.5pp | 116.20%-100.8pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $5,067 | $2,523+100.8% | $3,168+60.0% | $2,626+92.9% |
| Participant deferral / active EE | $3,645 | $4,325-15.7% | $5,013-27.3% | $4,350-16.2% |
| Admin fee / account holder | $282 | $2,220-87.3% | $10,961-97.4% | $1,946-85.5% |