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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 15 12711 N. MERIDIAN ST · CARMEL, IN 46032 | Recordkeeping | $3,710 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $47,716 | $48,313-1.2% | $73,309-34.9% | $52,331-8.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | -0.06% | 3.85%-3.9pp | 5.67%-5.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $8,079 | $1,661+386.4% | $3,237+149.6% | $1,882+329.4% |
| Participant deferral / active EE | $4,200 | $4,189+0.3% | $4,991-15.8% | $3,022+39.0% |
| Admin fee / account holder | $13 | $404-96.8% | $5,635-99.8% | $592-97.8% |