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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: AMERICAN FUNDS RETIREMENT SERVICES Service code 15 · EIN 95-6817943 | Recordkeeping | $985 |
Participant contribution per participant 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 | $148,933 | $91,559+62.7% | $133,978+11.2% | $79,856+86.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.90% | 61.85%-49.9pp | 45.10%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $6,146 | $2,384+157.8% | $3,919+56.8% | $2,471+148.7% |
| Participant deferral / active EE | $1,215 | $3,734-67.5% | $5,047-75.9% | $3,741-67.5% |
| Admin fee / account holder | $8 | $6,321-99.9% | $8,930-99.9% | $5,306-99.8% |