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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462402482 | Recordkeeping | $19,287 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,992 | $35,485-1.4% | $74,552-53.1% | $55,725-37.2% |
| Participation rate | 85.4% | 62.5%+22.9pp | 69.1%+16.3pp | 70.9%+14.6pp |
| Annual return | -4.71% | 0.72%-5.4pp | 32.53%-37.2pp | 244.93%-249.6pp |
| Employer contribution / active EE | $731 | $777-5.9% | $1,961-62.7% | $2,078-64.8% |
| Participant deferral / active EE | $2,376 | $2,181+8.9% | $3,108-23.6% | $3,356-29.2% |
| Admin fee / account holder | $41 | $114-63.9% | $5,060-99.2% | $115-64.1% |