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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL GRP RETIREMENT PLAN SRVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $11,101 |
Filed as: WEALTH ENHANCEMENT ADV SRVCS Service code 27 · EIN 41-2016508 505 NORTH HIGHWAY 169 · PLYMOUTH, MN 55441 | Advisory (Plan) | $8,000 |
Filed as: TIGER'S EYE BENEFITS CONSULTING Service code 13 · EIN 52-1875589 147 WEST WASHINGTON STREET · HAGERSTOWN, MD 21740 | Contract Administrator | $3,588 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,306 | $91,424-48.3% | $135,942-65.2% | $71,495-33.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.61% | 29.90%-9.3pp | 68.28%-47.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,755 | $3,704-25.6% | $4,858-43.3% | $2,589+6.4% |
| Participant deferral / active EE | $4,803 | $7,092-32.3% | $7,759-38.1% | $4,291+11.9% |
| Admin fee / account holder | $119 | $1,266-90.6% | $10,764-98.9% | $1,588-92.5% |