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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $25,673 |
Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $10,187 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,568 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,503 | $80,781-41.2% | $102,437-53.6% | $74,478-36.2% |
| Participation rate | 81.2% | 65.7%+15.5pp | 74.5%+6.7pp | 67.2%+13.9pp |
| Annual return | 13.71% | 27.58%-13.9pp | 24.95%-11.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $3,931 | $3,160+24.4% | $3,871+1.6% | $2,626+49.7% |
| Participant deferral / active EE | $3,981 | $3,862+3.1% | $5,060-21.3% | $4,350-8.5% |
| Admin fee / account holder | $129 | $2,372-94.6% | $8,388-98.5% | $1,946-93.4% |