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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: AMERICAN FUNDS RETIREMENT SERVICES Service code 15 · EIN 95-6817943 | Recordkeeping | $1,115 |
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 | $116,093 | $81,870+41.8% | $119,634-3.0% | $68,490+69.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.92% | -23.82%+10.9pp | -14.98%+2.1pp | -7.85%-5.1pp |
| Employer contribution / active EE | $6,097 | $2,692+126.5% | $4,232+44.0% | $2,597+134.8% |
| Participant deferral / active EE | $1,215 | $4,148-70.7% | $5,601-78.3% | $4,028-69.8% |
| Admin fee / account holder | $9 | $6,583-99.9% | $10,329-99.9% | $5,403-99.8% |