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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $14,315 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP PLAN SERVICES Service code 15 12711 N. MERIDIAN ST · CARMEL, IN 46032 | Recordkeeping | $3,813 |
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 | $88,536 | $66,813+32.5% | $100,535-11.9% | $73,497+20.5% |
| Participation rate | 98.3% | 77.5%+20.8pp | 79.4%+18.8pp | 70.7%+27.6pp |
| Annual return | 24.15% | 25.70%-1.6pp | 30.90%-6.7pp | 28.51%-4.4pp |
| Employer contribution / active EE | $9,920 | $2,147+362.1% | $3,419+190.2% | $2,270+337.0% |
| Participant deferral / active EE | $6,338 | $5,883+7.7% | $6,271+1.1% | $3,740+69.5% |
| Admin fee / account holder | $46 | $512-91.0% | $8,085-99.4% | $513-91.0% |