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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,523 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $28,933 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,026 | $65,453-37.3% | $86,698-52.7% | $66,938-38.7% |
| Participation rate | 96.1% | 75.5%+20.6pp | 76.6%+19.5pp | 69.8%+26.3pp |
| Annual return | -13.72% | -10.89%-2.8pp | 35.95%-49.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,096 | $2,154-2.7% | $2,837-26.1% | $2,545-17.6% |
| Participant deferral / active EE | $4,140 | $4,102+0.9% | $4,656-11.1% | $4,238-2.3% |
| Admin fee / account holder | $237 | $642-63.0% | $7,493-96.8% | $594-60.0% |