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 | $62,393-2.7% | $120,580-49.7% | $74,478-18.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 72.0%+28.0pp | 67.2%+32.8pp |
| Annual return | 9.96% | 18.61%-8.6pp | 107.48%-97.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $5,577 | $1,845+202.3% | $3,469+60.8% | $2,626+112.3% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $150 | $2,396-93.7% | $9,418-98.4% | $1,946-92.3% |