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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) | $15,916 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 46-0464047 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,039 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 95-2889854 1102 CHESTNUT HILLS PKWY · FORT WAYNE, IN 468148728 | Contract Administrator | $5,625 |
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 | $35,664 | $69,383-48.6% | $101,275-64.8% | $73,497-51.5% |
| Participation rate | 82.7% | 68.4%+14.4pp | 75.8%+6.9pp | 70.7%+12.1pp |
| Annual return | 16.36% | 18.46%-2.1pp | 46.48%-30.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $4,857 | $2,628+84.8% | $3,660+32.7% | $2,270+113.9% |
| Participant deferral / active EE | $5,025 | $3,301+52.2% | $4,371+15.0% | $3,740+34.4% |
| Admin fee / account holder | $118 | $704-83.3% | $5,948-98.0% | $513-77.0% |