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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 10 · EIN 31-1214674 | Accounting | $10,299 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,125 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,203 | $75,183-37.2% | $123,894-61.9% | $55,167-14.4% |
| Participation rate | 83.6% | 72.8%+10.8pp | 81.4%+2.2pp | 69.0%+14.6pp |
| Annual return | 7.48% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,546 | $2,823-9.8% | $4,617-44.9% | $1,963+29.7% |
| Participant deferral / active EE | $4,635 | $5,084-8.8% | $5,984-22.6% | $3,054+51.7% |
| Admin fee / account holder | $62 | $663-90.6% | $8,357-99.3% | $504-87.6% |