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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 99 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Other Fees | $15,360 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,461 | $67,594-53.5% | $77,361-59.3% | $69,733-54.9% |
| Participation rate | 99.2% | 71.7%+27.5pp | 75.0%+24.2pp | 62.5%+36.7pp |
| Annual return | 16.57% | 19.20%-2.6pp | 1011.54%-995.0pp | 15.22%+1.3pp |
| Employer contribution / active EE | $2,844 | $2,649+7.4% | $2,990-4.9% | $2,250+26.4% |
| Participant deferral / active EE | $3,228 | $3,401-5.1% | $3,911-17.5% | $3,054+5.7% |
| Admin fee / account holder | $101 | $1,159-91.3% | $5,894-98.3% | $3,102-96.7% |