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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $1,012 |
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 | $44,116 | $63,314-30.3% | $91,004-51.5% | $62,293-29.2% |
| Participation rate | 96.8% | 73.3%+23.5pp | 75.6%+21.2pp | 69.5%+27.3pp |
| Annual return | 21.51% | 21.00%+0.5pp | 4.60%+16.9pp | 28.90%-7.4pp |
| Employer contribution / active EE | $3,940 | $1,807+118.0% | $2,456+60.4% | $2,042+92.9% |
| Participant deferral / active EE | $2,771 | $2,944-5.9% | $3,548-21.9% | $3,169-12.6% |
| Admin fee / account holder | $38 | $468-91.8% | $5,417-99.3% | $479-92.0% |