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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Claims processing; Recordkeeping and ... | $950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,142 | $62,177-46.7% | $81,370-59.3% | $74,478-55.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.91% | 16.62%-2.7pp | 24.85%-10.9pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,190 | $1,881+16.4% | $2,464-11.1% | $2,626-16.6% |
| Participant deferral / active EE | $2,873 | $3,219-10.7% | $3,885-26.0% | $4,350-33.9% |
| Admin fee / account holder | $4 | $1,927-99.8% | $5,749-99.9% | $1,946-99.8% |