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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: AMERICAN FUNDS RETIREMENT SERVICES Service code 15 · EIN 95-6817943 | Recordkeeping | $1,076 |
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 | $137,611 | $83,485+64.8% | $125,195+9.9% | $72,976+88.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.21% | 25.77%-10.6pp | 43.79%-28.6pp | 81.02%-65.8pp |
| Employer contribution / active EE | $6,246 | $2,346+166.3% | $3,866+61.6% | $2,440+156.0% |
| Participant deferral / active EE | $1,294 | $3,586-63.9% | $4,937-73.8% | $3,608-64.1% |
| Admin fee / account holder | $9 | $5,518-99.8% | $9,704-99.9% | $5,124-99.8% |