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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $25,510 |
Filed as: DUNCAN ACCOUNTING & TAX SERVICES IN Service code 13 · EIN 61-1959547 311 MAIN STREET, SUITE 2 · IRWIN, PA 156423437 | Contract Administrator | $15,255 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $14,150 |
Participant contribution per participant 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 | $11,061 | $91,695-87.9% | $67,575-83.6% | $77,736-85.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 13.77% | 14.88%-1.1pp | 3528.98%-3515.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $1,658 | $3,189-48.0% | $2,736-39.4% | $2,728-39.2% |
| Participant deferral / active EE | $1,708 | $3,912-56.3% | $4,003-57.3% | $4,651-63.3% |
| Admin fee / account holder | $131 | $245-46.5% | $3,993-96.7% | $433-69.8% |