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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3 years Service code 13 P O BOX 24628 · KNOXVILLE, TN 379332688 | Contract Administrator | $9,109 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,264 | $80,763-56.3% | $102,412-65.6% | $74,459-52.6% |
| Participation rate | 77.9% | 65.7%+12.3pp | 74.5%+3.4pp | 67.2%+10.7pp |
| Annual return | 14.76% | 27.57%-12.8pp | 24.94%-10.2pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $1,935 | $3,160-38.8% | $3,870-50.0% | $2,626-26.3% |
| Participant deferral / active EE | $2,909 | $3,862-24.7% | $5,060-42.5% | $4,350-33.1% |
| Admin fee / account holder | $87 | $2,371-96.3% | $8,388-99.0% | $1,945-95.5% |