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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $49,188 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,934 | $72,639-35.4% | $90,766-48.3% | $66,949-29.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -17.28% | -12.28%-5.0pp | -12.16%-5.1pp | 1.57%-18.8pp |
| Employer contribution / active EE | $3,808 | $2,369+60.7% | $2,922+30.3% | $2,545+49.6% |
| Participant deferral / active EE | $3,651 | $3,979-8.2% | $4,565-20.0% | $4,239-13.9% |
| Admin fee / account holder | $217 | $708-69.3% | $8,446-97.4% | $594-63.4% |