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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $75 |
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $75 |
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 | $109,478 | $123,793-11.6% | $177,848-38.4% | $79,856+37.1% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.8pp | 69.6%+22.9pp |
| Annual return | 21.67% | 22.82%-1.1pp | 48.33%-26.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,915 | $4,095-28.8% | $5,919-50.8% | $2,471+18.0% |
| Participant deferral / active EE | $5,179 | $5,956-13.0% | $7,714-32.9% | $3,741+38.5% |
| Admin fee / account holder | $1 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |