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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON BENEFITS INC Service code 13 ATTN WILLIAM CLIFFORD · DANVERS, MA 019232590 | Contract Administrator | $1,125 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,366 | $59,116-13.1% | $86,438-40.6% | $68,486-25.0% |
| Participation rate | 86.2% | 75.2%+10.9pp | 80.3%+5.8pp | 67.9%+18.3pp |
| Annual return | -15.21% | -0.23%-15.0pp | 4397.19%-4412.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $4,717 | $2,519+87.3% | $3,769+25.1% | $2,597+81.7% |
| Participant deferral / active EE | $13,794 | $5,902+133.7% | $6,952+98.4% | $4,028+242.5% |
| Admin fee / account holder | $11 | $5,639-99.8% | $6,733-99.8% | $5,404-99.8% |