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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 · EIN 93-0998477 1193 ROYVONNE SE · SALEM, OR 973026503 | Contract Administrator | $500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,267 | $61,391-73.5% | $149,723-89.1% | $71,529-77.3% |
| Participation rate | 80.8% | 62.5%+18.3pp | 78.8%+2.0pp | 67.9%+12.9pp |
| Annual return | 17.89% | 35.88%-18.0pp | 134.50%-116.6pp | 28.97%-11.1pp |
| Employer contribution / active EE | $1,493 | $2,384-37.3% | $4,821-69.0% | $2,590-42.3% |
| Participant deferral / active EE | $2,763 | $2,921-5.4% | $5,682-51.4% | $4,291-35.6% |
| Admin fee / account holder | $32 | $1,264-97.5% | $13,215-99.8% | $1,588-98.0% |