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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,431 |
AMERICAN FUNDS5 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $7,517 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY · AUSTIN, TX 78735 | Advisory (Plan) | $6,613 |
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 | $38,243 | $86,692-55.9% | $119,634-68.0% | $66,949-42.9% |
| Participation rate | 77.9% | 75.6%+2.3pp | 79.3%-1.4pp | 69.8%+8.0pp |
| Annual return | -17.08% | -8.00%-9.1pp | -14.98%-2.1pp | 1.57%-18.6pp |
| Employer contribution / active EE | $64 | $2,536-97.5% | $4,232-98.5% | $2,545-97.5% |
| Participant deferral / active EE | $5,341 | $4,360+22.5% | $5,601-4.6% | $4,239+26.0% |
| Admin fee / account holder | $183 | $755-75.8% | $10,329-98.2% | $594-69.2% |