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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $394 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $37 |
Filed as: EAGLE ACTUARIAL SERVICES LLC Service code 13 4590 N STATE ROAD 75 · NORTH SALEM, IN 46165 | Contract Administrator | $30 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,873 | $123,793-74.3% | $177,840-82.1% | $79,852-60.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.86% | 22.82%-15.0pp | 48.32%-40.5pp | 31.72%-23.9pp |
| Employer contribution / active EE | $1,968 | $4,095-51.9% | $5,919-66.7% | $2,471-20.3% |
| Participant deferral / active EE | $3,517 | $5,956-41.0% | $7,714-54.4% | $3,740-6.0% |
| Admin fee / account holder | $3 | $7,243-100.0% | $12,431-100.0% | $5,306-99.9% |