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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $13,599 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,767 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,572 | $93,182-50.0% | $146,643-68.2% | $79,391-41.3% |
| Participation rate | 88.5% | 76.4%+12.0pp | 80.1%+8.4pp | 70.7%+17.8pp |
| Annual return | 16.00% | 21.61%-5.6pp | 22.75%-6.8pp | 116.88%-100.9pp |
| Employer contribution / active EE | $3 | $2,420-99.9% | $4,137-99.9% | $2,428-99.9% |
| Participant deferral / active EE | $5,436 | $4,169+30.4% | $5,506-1.3% | $4,046+34.4% |
| Admin fee / account holder | $152 | $585-74.1% | $10,280-98.5% | $627-75.8% |