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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 13 P O BOX 24628 · KNOXVILLE, TN 379332688 | Contract Administrator | $10,290 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $725 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,755 | $64,176-64.5% | $112,263-79.7% | $66,949-66.0% |
| Participation rate | 81.1% | 68.4%+12.6pp | 75.1%+6.0pp | 69.8%+11.3pp |
| Annual return | -16.76% | -13.80%-3.0pp | 27.49%-44.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,690 | $3,007-43.8% | $3,636-53.5% | $2,545-33.6% |
| Participant deferral / active EE | $2,358 | $3,694-36.2% | $4,729-50.1% | $4,239-44.4% |
| Admin fee / account holder | $83 | $626-86.8% | $6,410-98.7% | $594-86.0% |