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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Service code 15 12711 N. MERIDIAN ST · CARMEL, IN 46032 | Recordkeeping | $9,533 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,549 | $51,244-7.2% | $80,977-41.3% | $55,167-13.8% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.8%+22.5pp | 69.0%+29.3pp |
| Annual return | 6.44% | 17.39%-11.0pp | 17.11%-10.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $8,809 | $1,770+397.6% | $3,715+137.2% | $1,963+348.9% |
| Participant deferral / active EE | $4,450 | $4,418+0.7% | $5,696-21.9% | $3,054+45.7% |
| Admin fee / account holder | $31 | $398-92.2% | $5,517-99.4% | $504-93.8% |