Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $5,130 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,972 | $130,294+0.5% | $170,043-23.0% | $71,511+83.1% |
| Participation rate | 93.2% | 86.2%+7.0pp | 87.0%+6.2pp | 67.9%+25.3pp |
| Annual return | 23.96% | 20.36%+3.6pp | 53.40%-29.4pp | 28.86%-4.9pp |
| Employer contribution / active EE | $3,466 | $4,385-21.0% | $6,790-49.0% | $2,589+33.9% |
| Participant deferral / active EE | $6,478 | $6,928-6.5% | $10,410-37.8% | $4,291+51.0% |
| Admin fee / account holder | $4 | $966-99.6% | $12,824-100.0% | $1,588-99.8% |