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| Provider | Service type | Compensation |
|---|---|---|
CAMPBELL TAYLOR WASHBURN1 year Service code 10 · EIN 68-0251243 | Accounting | $7,518 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,901 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,235 | $72,269+47.0% | $101,271+4.9% | $79,852+33.0% |
| Participation rate | 70.4% | 68.5%+2.0pp | 75.8%-5.4pp | 69.6%+0.8pp |
| Annual return | 12.69% | 22.29%-9.6pp | 46.48%-33.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,628 | $2,692-39.5% | $3,660-55.5% | $2,471-34.1% |
| Participant deferral / active EE | $3,932 | $3,282+19.8% | $4,371-10.0% | $3,740+5.1% |
| Admin fee / account holder | $139 | $4,401-96.9% | $5,948-97.7% | $5,306-97.4% |