Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HIRZEL CANNING COMPANY7 years Service code 99 411 LEMOYNE RD · NORTHWOOD, OH 43619 | Other Fees | $11,365 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $652 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,217 | $62,177+0.1% | $81,370-23.5% | $74,478-16.5% |
| Participation rate | 77.2% | 64.1%+13.1pp | 69.5%+7.7pp | 67.2%+10.0pp |
| Annual return | 14.93% | 16.62%-1.7pp | 24.85%-9.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $815 | $1,881-56.7% | $2,464-66.9% | $2,626-69.0% |
| Participant deferral / active EE | $2,969 | $3,219-7.8% | $3,885-23.6% | $4,350-31.7% |
| Admin fee / account holder | $90 | $1,927-95.3% | $5,749-98.4% | $1,946-95.4% |