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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $20,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRWIN, CA 92618 | Recordkeeping Fees | $10,778 |
RETIREMENT BENEFIT SOLUTIONS9 years Service code 13 5103 BACKLICK ROAD · ANNANDALE, VA 22003 | Contract Administrator | $2,662 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,656 | $106,749+94.5% | $145,433+42.8% | $82,448+151.9% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 16.47% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,788 | $3,444-48.1% | $4,554-60.7% | $2,551-29.9% |
| Participant deferral / active EE | $10,824 | $6,519+66.1% | $7,897+37.1% | $4,139+161.5% |
| Admin fee / account holder | $260 | $8,390-96.9% | $13,129-98.0% | $7,234-96.4% |