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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,642 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $16,883 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,798 | $82,678-80.9% | $125,391-87.4% | $68,490-76.9% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.41%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,038 | $3,382+19.4% | $4,816-16.1% | $2,597+55.5% |
| Participant deferral / active EE | $5,664 | $6,111-7.3% | $7,448-23.9% | $4,028+40.6% |
| Admin fee / account holder | $144 | $6,277-97.7% | $10,009-98.6% | $5,403-97.3% |