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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 64 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $2,983 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,915 | $56,199-25.4% | $67,652-38.0% | $59,632-29.7% |
| Participation rate | 91.2% | 71.5%+19.7pp | 75.7%+15.5pp | 68.7%+22.5pp |
| Annual return | 3.40% | 18505.31%-18501.9pp | 6625.04%-6621.6pp | 2041.32%-2037.9pp |
| Employer contribution / active EE | $794 | $1,614-50.8% | $2,266-65.0% | $2,203-64.0% |
| Participant deferral / active EE | $2,930 | $2,844+3.0% | $3,560-17.7% | $3,192-8.2% |
| Admin fee / account holder | $32 | $3,958-99.2% | $4,821-99.3% | $4,297-99.3% |