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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $37,510 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMNT Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $27,798 |
Service code 99 530 N. KINZIE · BRADLEY, IL 60915 | Other Fees | $5,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,232 | $29,525+9.2% | $56,033-42.5% | $77,736-58.5% |
| Participation rate | 84.5% | 32.7%+51.8pp | 52.5%+32.0pp | 70.6%+13.9pp |
| Annual return | 14.04% | 18.90%-4.9pp | 1711.38%-1697.3pp | 31.26%-17.2pp |
| Employer contribution / active EE | $508 | $569-10.8% | $1,041-51.2% | $2,728-81.4% |
| Participant deferral / active EE | $627 | $1,062-40.9% | $1,954-67.9% | $4,651-86.5% |
| Admin fee / account holder | $209 | $1,040-79.9% | $2,827-92.6% | $433-51.8% |