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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,926 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $20,894 |
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 | $97,403 | $93,131+4.6% | $106,551-8.6% | $86,813+12.2% |
| Participation rate | 93.7% | 81.4%+12.2pp | 76.1%+17.5pp | 72.3%+21.4pp |
| Annual return | 11.88% | 19.45%-7.6pp | 26.80%-14.9pp | 97.93%-86.0pp |
| Employer contribution / active EE | $3,099 | $2,895+7.0% | $2,819+9.9% | $2,406+28.8% |
| Participant deferral / active EE | $3,392 | $4,708-28.0% | $4,398-22.9% | $4,131-17.9% |
| Admin fee / account holder | $163 | $145+12.6% | $7,408-97.8% | $170-3.7% |