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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-3853858 700 TURNER INDUSTRIAL WAY · ASTON, PA 19014 | Contract Administrator | $2,050 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,176 | $88,117-14.7% | $164,928-54.4% | $74,400+1.0% |
| Participation rate | 97.0% | 73.1%+23.9pp | 78.6%+18.3pp | 67.2%+29.8pp |
| Annual return | 11.89% | 17.27%-5.4pp | 70.08%-58.2pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $7,063 | $2,596+172.0% | $4,343+62.6% | $2,624+169.1% |
| Participant deferral / active EE | $4,954 | $4,501+10.1% | $6,034-17.9% | $4,348+13.9% |
| Admin fee / account holder | $4 | $2,230-99.8% | $12,684-100.0% | $1,944-99.8% |