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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1+ years Filed as: BRONFMAN E.L. ROTHSCHILD L.P. Service code 10 · EIN 39-1908691 | Accounting | $7,725 |
Filed as: WINTER KLOMAN MOTER & REPP Service code 10 · EIN 39-1275499 | Accounting | $5,372 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,998 | $45,566+18.5% | $64,105-15.8% | $59,633-9.5% |
| Participation rate | 90.3% | 60.2%+30.2pp | 68.2%+22.2pp | 68.7%+21.7pp |
| Annual return | -1.41% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,020 | $934+116.2% | $1,820+11.0% | $2,203-8.3% |
| Participant deferral / active EE | $1,802 | $2,057-12.4% | $2,822-36.1% | $3,192-43.5% |
| Admin fee / account holder | $191 | $3,268-94.1% | $4,499-95.8% | $4,297-95.6% |