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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 55 5080 N. 40TH STREET · PHOENIX, AZ 850189163 | Other Commissions | $5,842 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 COMPANY, INC. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $575 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,618 | $75,183-42.0% | $123,894-64.8% | $55,167-20.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 81.4%+4.3pp | 69.0%+16.7pp |
| Annual return | 9.17% | 19.01%-9.8pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,376 | $2,823-51.3% | $4,617-70.2% | $1,963-29.9% |
| Participant deferral / active EE | $4,286 | $5,084-15.7% | $5,984-28.4% | $3,054+40.3% |
| Admin fee / account holder | $25 | $663-96.2% | $8,357-99.7% | $504-95.0% |