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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Accounting | $15,564 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $6,223 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,803 | $58,320+59.1% | $86,438+7.4% | $66,938+38.6% |
| Participation rate | 99.5% | 78.6%+20.9pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -18.17% | -9.71%-8.5pp | 4397.19%-4415.4pp | 1.58%-19.8pp |
| Employer contribution / active EE | $11,023 | $2,615+321.5% | $3,769+192.4% | $2,545+333.1% |
| Participant deferral / active EE | $7,718 | $6,899+11.9% | $6,952+11.0% | $4,238+82.1% |
| Admin fee / account holder | $56 | $546-89.7% | $6,733-99.2% | $594-90.5% |