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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.4 years Service code 13 P O BOX 24628 · KNOXVILLE, TN 379332688 | Contract Administrator | $10,490 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $1,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,253 | $83,369-51.7% | $105,223-61.7% | $67,986-40.8% |
| Participation rate | 84.1% | 56.3%+27.8pp | 75.0%+9.0pp | 57.2%+26.9pp |
| Annual return | 19.35% | 24.64%-5.3pp | 180.65%-161.3pp | 31.67%-12.3pp |
| Employer contribution / active EE | $2,332 | $2,541-8.2% | $3,689-36.8% | $2,019+15.5% |
| Participant deferral / active EE | $3,454 | $3,295+4.8% | $5,072-31.9% | $3,358+2.8% |
| Admin fee / account holder | $101 | $4,073-97.5% | $8,859-98.9% | $3,203-96.8% |