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| 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 | $62,166+0.1% | $81,286-23.5% | $74,429-16.4% |
| Participation rate | 77.2% | 64.1%+13.1pp | 69.5%+7.7pp | 67.2%+10.0pp |
| Annual return | 14.93% | 16.50%-1.6pp | 24.80%-9.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $815 | $1,881-56.7% | $2,463-66.9% | $2,625-69.0% |
| Participant deferral / active EE | $2,969 | $3,223-7.9% | $3,883-23.5% | $4,348-31.7% |
| Admin fee / account holder | $90 | $1,925-95.3% | $5,764-98.4% | $1,944-95.4% |