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| Provider | Service type | Compensation |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.5 years Filed as: ALLEN, GIBBS & HOULICK, L.C. Service code 10 · EIN 43-1032601 301 N MAIN STREET, SUITE 1700 · WICHITA, KS 672024868 | Accounting | $0 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 15 · EIN 13-3180178 P O BOX 54 · FRANKLIN SQUARE, NY 110100054 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,519 | $53,162-48.2% | $91,225-69.8% | $68,486-59.8% |
| Participation rate | 76.5% | 63.2%+13.3pp | 73.2%+3.3pp | 67.9%+8.6pp |
| Annual return | -18.99% | -3.14%-15.8pp | 114.12%-133.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,635 | $1,709-4.4% | $2,851-42.7% | $2,597-37.0% |
| Participant deferral / active EE | $2,694 | $2,974-9.4% | $4,233-36.4% | $4,028-33.1% |
| Admin fee / account holder | $56 | $4,493-98.8% | $5,422-99.0% | $5,404-99.0% |