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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 | $65,084-51.7% | $67,681-53.5% | $64,340-51.1% |
| Participation rate | 99.2% | 66.7%+32.5pp | 73.7%+25.5pp | 55.2%+44.0pp |
| Annual return | 16.57% | 20.50%-3.9pp | 590.58%-574.0pp | 24.14%-7.6pp |
| Employer contribution / active EE | $2,844 | $2,398+18.6% | $2,678+6.2% | $1,862+52.7% |
| Participant deferral / active EE | $3,228 | $3,210+0.6% | $3,976-18.8% | $2,980+8.3% |
| Admin fee / account holder | $101 | $1,415-92.9% | $6,100-98.3% | $3,703-97.3% |