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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8260 NORTHCREEK DR · CINCINNATI, OH 45236 | Advisory (Plan) | $20,747 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92619 | Recordkeeping Fees | $12,607 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT STREET · CINCINNATI, OH 452463740 | Contract Administrator | $3,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,501 | $121,341-60.0% | $189,545-74.4% | $79,389-38.9% |
| Participation rate | 75.8% | 86.1%-10.3pp | 87.8%-12.0pp | 70.7%+5.1pp |
| Annual return | 15.53% | 21.08%-5.6pp | 555.36%-539.8pp | 116.89%-101.4pp |
| Employer contribution / active EE | $2,731 | $3,915-30.2% | $6,162-55.7% | $2,428+12.5% |
| Participant deferral / active EE | $4,826 | $6,395-24.5% | $8,220-41.3% | $4,046+19.3% |
| Admin fee / account holder | $175 | $651-73.2% | $12,049-98.5% | $626-72.1% |