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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE2 years Service code 37 · EIN 13-4144565 | Loan Processing | $4,543 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 37 · EIN 82-4555287 | Loan Processing | $1,630 |
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 | $10,822 | $84,499-87.2% | $125,391-91.4% | $66,949-83.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.07% | -8.49%-9.6pp | 572.41%-590.5pp | 1.57%-19.6pp |
| Employer contribution / active EE | $3,031 | $3,554-14.7% | $4,816-37.1% | $2,545+19.1% |
| Participant deferral / active EE | $1,962 | $6,785-71.1% | $7,448-73.7% | $4,239-53.7% |
| Admin fee / account holder | $21 | $685-96.9% | $10,009-99.8% | $594-96.4% |