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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 2 HARTFORD DRIVE, STE. 101 · RED BANK, NJ 07701 | Contract Administrator | $9,480 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $5,235 |
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 | $31,822 | $46,173-31.1% | $170,435-81.3% | $69,631-54.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 18.55% | 21.62%-3.1pp | 205.94%-187.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,467 | $1,610+53.3% | $5,432-54.6% | $2,032+21.4% |
| Participant deferral / active EE | $2,160 | $2,080+3.8% | $4,939-56.3% | $3,224-33.0% |
| Admin fee / account holder | $27 | $116-77.0% | $13,881-99.8% | $110-75.9% |