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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $184,613 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $50,000 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $30,050 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,562 | $105,173-0.6% | $87,102+20.0% | $77,775+34.4% |
| Participation rate | 95.7% | 85.8%+9.9pp | 76.9%+18.8pp | 73.2%+22.4pp |
| Annual return | 21.43% | 24.52%-3.1pp | 28.19%-6.8pp | 32.58%-11.1pp |
| Employer contribution / active EE | $3,318 | $2,890+14.8% | $2,521+31.6% | $2,504+32.5% |
| Participant deferral / active EE | $5,086 | $5,048+0.8% | $4,048+25.6% | $3,966+28.3% |
| Admin fee / account holder | $81 | $105-22.1% | $7,493-98.9% | $100-18.6% |