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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Service code 13 · EIN 95-6817943 | Contract Administrator | $2,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,974 | $93,589-61.6% | $135,942-73.5% | $75,181-52.2% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.1pp | 67.2%+27.9pp |
| Annual return | 24.40% | 30.90%-6.5pp | 68.28%-43.9pp | 160.69%-136.3pp |
| Employer contribution / active EE | $6,599 | $3,537+86.5% | $4,858+35.8% | $2,671+147.1% |
| Participant deferral / active EE | $9,455 | $6,405+47.6% | $7,759+21.9% | $4,126+129.2% |
| Admin fee / account holder | $16 | $6,977-99.8% | $10,764-99.8% | $5,650-99.7% |