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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9 years Filed as: AMERICAN FUNDS RETIREMENT SERVICES Service code 15 · EIN 95-6817943 | Recordkeeping | $1,280 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,951 | $101,778+78.8% | $164,975+10.3% | $80,925+124.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.47% | 16.73%-7.3pp | 70.12%-60.7pp | 35.65%-26.2pp |
| Employer contribution / active EE | $6,731 | $2,954+127.9% | $4,343+55.0% | $2,756+144.2% |
| Participant deferral / active EE | $1,071 | $4,477-76.1% | $6,033-82.3% | $4,299-75.1% |
| Admin fee / account holder | $12 | $8,221-99.8% | $12,688-99.9% | $6,940-99.8% |