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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $21,396 |
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLOTSON Service code 26 · EIN 25-1121408 308 SEVENTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $7,532 |
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 | $46,816 | $66,319-29.4% | $93,621-50.0% | $65,186-28.2% |
| Participation rate | 88.8% | 74.0%+14.8pp | 75.8%+13.0pp | 70.2%+18.6pp |
| Annual return | 22.85% | 42.59%-19.7pp | 32.76%-9.9pp | 29.39%-6.5pp |
| Employer contribution / active EE | $3,109 | $2,013+54.4% | $2,719+14.3% | $2,177+42.8% |
| Participant deferral / active EE | $2,583 | $3,343-22.7% | $4,070-36.5% | $3,514-26.5% |
| Admin fee / account holder | $198 | $6,900-97.1% | $7,890-97.5% | $847-76.7% |