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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 | $65,072-40.3% | $66,439-41.5% | $65,306-40.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 16.90% | 21.50%-4.6pp | 757.66%-740.8pp | 21.94%-5.0pp |
| Employer contribution / active EE | $5,480 | $2,475+121.4% | $2,637+107.8% | $1,967+178.5% |
| Participant deferral / active EE | $2,575 | $3,234-20.4% | $3,876-33.6% | $2,959-13.0% |
| Admin fee / account holder | $38 | $1,323-97.1% | $6,173-99.4% | $3,480-98.9% |