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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.2 years Service code 13 P O BOX 24628 · KNOXVILLE, TN 379332688 | Contract Administrator | $11,183 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $1,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,089 | $76,696-54.2% | $96,515-63.6% | $71,511-50.9% |
| Participation rate | 81.5% | 66.6%+14.9pp | 74.3%+7.1pp | 67.9%+13.5pp |
| Annual return | 17.35% | 48.32%-31.0pp | 35.73%-18.4pp | 28.86%-11.5pp |
| Employer contribution / active EE | $2,214 | $3,032-27.0% | $3,740-40.8% | $2,589-14.5% |
| Participant deferral / active EE | $3,187 | $3,770-15.5% | $4,880-34.7% | $4,291-25.7% |
| Admin fee / account holder | $273 | $2,030-86.5% | $6,735-95.9% | $1,588-82.8% |