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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $27,316 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $25,756 |
PBMARES, LLP1 year Filed as: PBMARES,LLP Service code 13 · EIN 54-0737372 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,047 | $51,288-14.1% | $81,991-46.3% | $73,412-40.0% |
| Participation rate | 63.7% | 64.0%-0.2pp | 69.3%-5.5pp | 72.2%-8.4pp |
| Annual return | 46.28% | 29.48%+16.8pp | 41.31%+5.0pp | 59.30%-13.0pp |
| Employer contribution / active EE | $2,051 | $1,487+37.9% | $2,498-17.9% | $2,234-8.2% |
| Participant deferral / active EE | $3,524 | $2,715+29.8% | $3,722-5.3% | $3,806-7.4% |
| Admin fee / account holder | $132 | $125+5.2% | $5,665-97.7% | $158-16.5% |