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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $32,076 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,916 | $70,917-22.6% | $98,920-44.5% | $73,497-25.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 18.84% | 34.18%-15.3pp | 196.47%-177.6pp | 28.51%-9.7pp |
| Employer contribution / active EE | $4,891 | $2,037+140.1% | $2,689+81.9% | $2,270+115.4% |
| Participant deferral / active EE | $3,571 | $3,501+2.0% | $4,245-15.9% | $3,740-4.5% |
| Admin fee / account holder | $205 | $535-61.6% | $6,643-96.9% | $513-60.0% |