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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping and information managem... | $700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,784 | $59,584-51.7% | $86,625-66.8% | $79,389-63.7% |
| Participation rate | 95.4% | 67.7%+27.8pp | 71.6%+23.8pp | 70.7%+24.7pp |
| Annual return | 10.68% | 23.15%-12.5pp | 63.52%-52.8pp | 116.89%-106.2pp |
| Employer contribution / active EE | $1,906 | $1,768+7.8% | $2,496-23.6% | $2,428-21.5% |
| Participant deferral / active EE | $2,103 | $3,036-30.8% | $3,700-43.2% | $4,046-48.0% |
| Admin fee / account holder | $3 | $604-99.5% | $5,830-99.9% | $626-99.5% |