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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 | $165,040+21.4% | $155,602+28.7% | - |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | - |
| Annual return | 11.46% | 19.42%-8.0pp | 64.81%-53.4pp | - |
| Employer contribution / active EE | $12,471 | $2,509+397.1% | $4,675+166.7% | - |
| Participant deferral / active EE | $7,965 | $2,927+172.1% | $5,629+41.5% | - |
| Admin fee / account holder | $212 | $96,826-99.8% | $15,923-98.7% | - |