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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL BANK & TRUST Service code 15 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping | $3,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,912 | $51,466+270.9% | $78,778+142.3% | $62,293+206.5% |
| Participation rate | 34.1% | 59.8%-25.7pp | 69.2%-35.1pp | 69.5%-35.4pp |
| Annual return | 21.64% | 19.96%+1.7pp | 35.62%-14.0pp | 28.90%-7.3pp |
| Employer contribution / active EE | $1,989 | $827+140.4% | $1,986+0.2% | $2,042-2.6% |
| Participant deferral / active EE | $1,738 | $2,147-19.0% | $2,958-41.2% | $3,169-45.1% |
| Admin fee / account holder | $145 | $489-70.5% | $5,134-97.2% | $479-69.9% |