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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 | $80,674-50.1% | $119,126-66.2% | $64,340-37.4% |
| Participation rate | 84.1% | 55.2%+28.8pp | 75.8%+8.3pp | 55.2%+28.8pp |
| Annual return | 19.35% | 26.86%-7.5pp | 282.11%-262.8pp | 24.14%-4.8pp |
| Employer contribution / active EE | $2,332 | $2,564-9.0% | $4,034-42.2% | $1,862+25.3% |
| Participant deferral / active EE | $3,454 | $3,053+13.1% | $5,318-35.1% | $2,980+15.9% |
| Admin fee / account holder | $101 | $4,559-97.8% | $10,693-99.1% | $3,703-97.3% |