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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8 years Filed as: AMERICAN FUNDS RETIREMENT SERVICES Service code 15 · EIN 95-6817943 | Recordkeeping | $1,145 |
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 | $169,477 | $91,536+85.1% | $130,062+30.3% | $75,177+125.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.32% | -631.62%+644.9pp | -137.37%+150.7pp | 160.75%-147.4pp |
| Employer contribution / active EE | $6,309 | $2,845+121.8% | $4,322+46.0% | $2,671+136.2% |
| Participant deferral / active EE | $1,138 | $4,343-73.8% | $5,821-80.4% | $4,126-72.4% |
| Admin fee / account holder | $12 | $6,780-99.8% | $10,601-99.9% | $5,651-99.8% |