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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $7,566 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 46-0464047 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,268 |
Filed as: POLYCOMP ADMINITRATIVE SERVICES, IN Service code 13 · EIN 95-2889854 3000 LAVA RIDGE COURT STE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $2,879 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,769 | $63,114-41.7% | $92,909-60.4% | $65,185-43.6% |
| Participation rate | 85.8% | 68.8%+17.0pp | 76.0%+9.8pp | 70.2%+15.6pp |
| Annual return | 19.87% | 28.75%-8.9pp | 109.44%-89.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $4,379 | $2,571+70.3% | $3,653+19.9% | $2,177+101.2% |
| Participant deferral / active EE | $4,172 | $3,108+34.2% | $4,238-1.6% | $3,514+18.7% |
| Admin fee / account holder | $104 | $624-83.4% | $5,795-98.2% | $847-87.8% |