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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $0 |
THE BENSMAN GROUP7 years Service code 26 2333 WAUKEGAN RD · BANNOCKBURN, IL 60015 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,573 | $45,126-67.7% | $85,187-82.9% | $74,459-80.4% |
| Participation rate | 72.4% | 49.4%+23.0pp | 67.5%+4.8pp | 67.2%+5.1pp |
| Annual return | 19.66% | 26.30%-6.6pp | 66.67%-47.0pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $604 | $1,460-58.7% | $2,732-77.9% | $2,626-77.0% |
| Participant deferral / active EE | $2,934 | $2,738+7.1% | $4,525-35.2% | $4,350-32.5% |
| Admin fee / account holder | $83 | $2,212-96.2% | $6,162-98.7% | $1,945-95.7% |