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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,843 | $88,203-79.8% | $165,100-89.2% | $74,478-76.0% |
| Participation rate | 98.0% | 73.1%+24.9pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 9.74% | 17.13%-7.4pp | 70.21%-60.5pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $5,633 | $2,601+116.6% | $4,348+29.6% | $2,626+114.5% |
| Participant deferral / active EE | $2,775 | $4,505-38.4% | $6,035-54.0% | $4,350-36.2% |
| Admin fee / account holder | $83 | $2,235-96.3% | $12,696-99.3% | $1,946-95.7% |