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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 37 · EIN 82-4555287 | Loan Processing | $11,967 |
THE BENEFIT PRACTICE1 year Service code 37 · EIN 13-4144565 | Loan Processing | $1,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,843 | $88,083-79.7% | $164,813-89.2% | $74,495-76.0% |
| Participation rate | 98.0% | 73.0%+25.0pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 9.74% | 17.26%-7.5pp | 69.93%-60.2pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $5,633 | $2,593+117.3% | $4,341+29.8% | $2,623+114.8% |
| Participant deferral / active EE | $2,775 | $4,498-38.3% | $6,031-54.0% | $4,346-36.2% |
| Admin fee / account holder | $83 | $2,234-96.3% | $12,690-99.3% | $1,942-95.7% |