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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,041 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $14,698 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,864 | $69,511-9.6% | $94,664-33.6% | $71,511-12.1% |
| Participation rate | 98.3% | 78.4%+19.9pp | 80.8%+17.5pp | 67.9%+30.4pp |
| Annual return | 20.91% | 29.67%-8.8pp | 156.84%-135.9pp | 28.86%-7.9pp |
| Employer contribution / active EE | $2,734 | $2,853-4.2% | $3,673-25.6% | $2,589+5.6% |
| Participant deferral / active EE | $4,648 | $7,348-36.7% | $7,417-37.3% | $4,291+8.3% |
| Admin fee / account holder | $212 | $1,211-82.5% | $7,222-97.1% | $1,588-86.6% |