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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 2 HARTFORD DRIVE, STE.101 · RED BANK, NJ 07701 | Contract Administrator | $9,382 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,198 |
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 | $26,427 | $37,196-29.0% | $154,108-82.9% | $55,725-52.6% |
| Participation rate | 96.2% | 64.1%+32.1pp | 83.0%+13.2pp | 70.9%+25.3pp |
| Annual return | -4.30% | 1319.68%-1324.0pp | 735.21%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,163 | $1,614-28.0% | $5,298-78.1% | $2,078-44.1% |
| Participant deferral / active EE | $2,146 | $2,068+3.8% | $5,081-57.8% | $3,356-36.1% |
| Admin fee / account holder | $13 | $102-87.1% | $13,411-99.9% | $115-88.6% |