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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $1,076 |
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 | $47,156 | $58,093-18.8% | $80,022-41.1% | $56,289-16.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -5.91% | 34.63%-40.5pp | 11.22%-17.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $3,819 | $1,933+97.6% | $2,468+54.7% | $2,111+80.9% |
| Participant deferral / active EE | $3,568 | $3,136+13.8% | $3,686-3.2% | $3,350+6.5% |
| Admin fee / account holder | $254 | $623-59.2% | $6,521-96.1% | $521-51.2% |