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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,737 |
WILLIAMS BENEFIT CONSULTING, LLC8+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $253 |
Annual investment return 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 | $25,284 | $64,176-60.6% | $112,263-77.5% | $66,949-62.2% |
| Participation rate | 77.2% | 68.4%+8.7pp | 75.1%+2.1pp | 69.8%+7.4pp |
| Annual return | -19.10% | -13.80%-5.3pp | 27.49%-46.6pp | 1.57%-20.7pp |
| Employer contribution / active EE | $1,176 | $3,007-60.9% | $3,636-67.6% | $2,545-53.8% |
| Participant deferral / active EE | $1,751 | $3,694-52.6% | $4,729-63.0% | $4,239-58.7% |
| Admin fee / account holder | $72 | $626-88.5% | $6,410-98.9% | $594-87.9% |