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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 | $64,705-51.4% | $62,929-50.0% | $67,986-53.7% |
| Participation rate | 99.2% | 65.6%+33.6pp | 73.1%+26.1pp | 57.2%+42.0pp |
| Annual return | 16.57% | 20.31%-3.7pp | 1063.93%-1047.4pp | 31.67%-15.1pp |
| Employer contribution / active EE | $2,844 | $2,376+19.7% | $2,505+13.5% | $2,019+40.9% |
| Participant deferral / active EE | $3,228 | $3,198+0.9% | $3,888-17.0% | $3,358-3.9% |
| Admin fee / account holder | $101 | $1,428-92.9% | $5,065-98.0% | $3,203-96.9% |