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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 56-2263714 | Contract Administrator | $45,163 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 · EIN 41-0192196 | Advisory (Participants) | $42,000 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $4,403 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,304 | $163,671+22.4% | $155,556+28.8% | - |
| Participation rate | 96.0% | 63.4%+32.6pp | 78.2%+17.8pp | - |
| Annual return | 11.46% | 19.35%-7.9pp | 64.84%-53.4pp | - |
| Employer contribution / active EE | $12,471 | $2,499+399.0% | $4,675+166.7% | - |
| Participant deferral / active EE | $7,965 | $2,935+171.4% | $5,631+41.4% | - |
| Admin fee / account holder | $212 | $97,433-99.8% | $15,885-98.7% | - |