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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,613 |
STEPHEN M KOCH & CO., INC.7+ years Service code 13 11335 NE 122ND WAY, SUITE 105 · KIRKLAND, WA 98034 | Contract Administrator | $1,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,723 | $78,275+136.0% | $109,163+69.2% | $86,813+112.8% |
| Participation rate | 89.8% | 73.8%+16.0pp | 75.9%+13.9pp | 72.3%+17.5pp |
| Annual return | 15.98% | 19.14%-3.2pp | 25.75%-9.8pp | 97.93%-81.9pp |
| Employer contribution / active EE | $4,249 | $3,105+36.8% | $3,723+14.1% | $2,406+76.6% |
| Participant deferral / active EE | $8,737 | $3,641+140.0% | $4,654+87.7% | $4,131+111.5% |
| Admin fee / account holder | -$393 | $198-297.9% | $6,754-105.8% | $170-331.6% |