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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 | $106,247-87.3% | $147,096-90.9% | $77,714-82.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.69% | 56.87%-41.2pp | 419.75%-404.1pp | 31.26%-15.6pp |
| Employer contribution / active EE | $2,690 | $4,069-33.9% | $4,936-45.5% | $2,727-1.3% |
| Participant deferral / active EE | $1,933 | $7,996-75.8% | $8,071-76.1% | $4,649-58.4% |
| Admin fee / account holder | $17 | $338-95.0% | $13,005-99.9% | $433-96.1% |