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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $65,921 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 28 · EIN 26-4789150 | Investment Management | $7,047 |
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 | $87,775 | $84,784+3.5% | $98,461-10.9% | $74,460+17.9% |
| Participation rate | 91.7% | 81.5%+10.2pp | 75.2%+16.5pp | 70.7%+20.9pp |
| Annual return | 12.90% | 20.59%-7.7pp | 21.17%-8.3pp | 34.38%-21.5pp |
| Employer contribution / active EE | $3,369 | $3,364+0.1% | $3,049+10.5% | $2,638+27.7% |
| Participant deferral / active EE | $3,403 | $5,218-34.8% | $4,738-28.2% | $4,530-24.9% |
| Admin fee / account holder | $146 | $204-28.7% | $8,961-98.4% | $348-58.1% |