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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $41,931 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $34,964 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,810 | $88,982-53.0% | $102,438-59.2% | $77,671-46.2% |
| Participation rate | 96.8% | 80.9%+15.8pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 17.68% | 25.01%-7.3pp | 29.37%-11.7pp | 31.21%-13.5pp |
| Employer contribution / active EE | $2,022 | $2,698-25.1% | $3,024-33.1% | $2,726-25.8% |
| Participant deferral / active EE | $3,680 | $5,144-28.5% | $5,054-27.2% | $4,648-20.8% |
| Admin fee / account holder | $200 | $236-15.2% | $9,448-97.9% | $430-53.6% |