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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE4 years Service code 37 · EIN 13-4144565 | Loan Processing | $5,525 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 37 · EIN 82-4555287 | Loan Processing | $1,830 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,457 | $106,264-87.3% | $147,117-90.9% | $77,762-82.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.69% | 56.94%-41.2pp | 420.54%-404.8pp | 31.27%-15.6pp |
| Employer contribution / active EE | $2,690 | $4,074-34.0% | $4,932-45.5% | $2,728-1.4% |
| Participant deferral / active EE | $1,933 | $8,003-75.8% | $8,065-76.0% | $4,651-58.4% |
| Admin fee / account holder | $17 | $334-95.0% | $12,993-99.9% | $433-96.1% |