Filed December 6, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 19 · EIN 41-1921960 | Securities Custodian | $23,888 |
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 | $60,709 | $62,409-2.7% | $120,524-49.6% | $74,429-18.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 9.96% | 18.62%-8.7pp | 107.36%-97.4pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $5,577 | $1,847+202.0% | $3,469+60.8% | $2,625+112.5% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,994-100.0% | $4,348-100.0% |
| Admin fee / account holder | $150 | $2,394-93.7% | $9,440-98.4% | $1,944-92.3% |