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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $37,176 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,497 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,071 | $65,376-31.1% | $87,104-48.3% | $65,185-30.9% |
| Participation rate | 92.8% | 75.3%+17.5pp | 76.9%+15.9pp | 70.2%+22.6pp |
| Annual return | 21.31% | 31.27%-10.0pp | 28.19%-6.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,614 | $1,822-11.5% | $2,521-36.0% | $2,177-25.9% |
| Participant deferral / active EE | $3,361 | $3,388-0.8% | $4,048-17.0% | $3,514-4.3% |
| Admin fee / account holder | $267 | $520-48.6% | $7,491-96.4% | $847-68.4% |