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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLANS LLC4 years Service code 27 5970 FREDERICK CROSSING LN STE 201 · FREDERICK, MD 21704 | Advisory (Plan) | $28,812 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $938 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,810 | $102,385-9.4% | $147,080-36.9% | $80,935+14.7% |
| Participation rate | 86.5% | 75.9%+10.7pp | 82.2%+4.4pp | 67.7%+18.9pp |
| Annual return | 20.43% | 135.09%-114.7pp | 420.17%-399.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $1,371 | $3,717-63.1% | $4,933-72.2% | $2,757-50.3% |
| Participant deferral / active EE | $9,257 | $6,651+39.2% | $8,066+14.8% | $4,299+115.3% |
| Admin fee / account holder | $208 | $7,951-97.4% | $12,989-98.4% | $6,924-97.0% |