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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $21,273 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,494 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 23693 NETWORK PL · CHICAGO, IL 60673 | Contract Administrator | $5,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,717 | $76,696-44.3% | $96,515-55.7% | $71,511-40.3% |
| Participation rate | 82.5% | 66.6%+15.9pp | 74.3%+8.2pp | 67.9%+14.6pp |
| Annual return | 17.38% | 48.32%-30.9pp | 35.73%-18.3pp | 28.86%-11.5pp |
| Employer contribution / active EE | $3,465 | $3,032+14.3% | $3,740-7.3% | $2,589+33.8% |
| Participant deferral / active EE | $3,699 | $3,770-1.9% | $4,880-24.2% | $4,291-13.8% |
| Admin fee / account holder | $118 | $2,030-94.2% | $6,735-98.3% | $1,588-92.6% |