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| Provider | Service type | Compensation |
|---|---|---|
METRO BENEFITS, INC.2 years Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Pension Consulting | $5,150 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 13 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Contract Administrator | $375 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,863 | $65,084-40.3% | $67,681-42.6% | $64,340-39.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 16.90% | 20.50%-3.6pp | 590.58%-573.7pp | 24.14%-7.2pp |
| Employer contribution / active EE | $5,480 | $2,398+128.5% | $2,678+104.6% | $1,862+194.4% |
| Participant deferral / active EE | $2,575 | $3,210-19.8% | $3,976-35.2% | $2,980-13.6% |
| Admin fee / account holder | $38 | $1,415-97.3% | $6,100-99.4% | $3,703-99.0% |