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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $49,531 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,650 | $71,526-12.4% | $98,441-36.4% | $71,476-12.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 19.08% | 32.42%-13.3pp | 21.16%-2.1pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,242 | $2,400+76.8% | $3,048+39.2% | $2,589+63.9% |
| Participant deferral / active EE | $3,604 | $4,110-12.3% | $4,738-23.9% | $4,290-16.0% |
| Admin fee / account holder | $287 | $1,675-82.9% | $8,960-96.8% | $1,587-81.9% |