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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,262 |
STEPHEN M KOCH & CO., INC.9+ years Service code 13 11335 NE 122ND WAY, SUITE 105 · KIRKLAND, WA 98034 | Contract Administrator | $1,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,647 | $93,010+35.1% | $96,515+30.2% | $74,460+68.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 18.37% | 37.50%-19.1pp | 35.73%-17.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,431 | $3,427+29.3% | $3,740+18.5% | $2,638+68.0% |
| Participant deferral / active EE | $9,432 | $3,971+137.5% | $4,880+93.3% | $4,530+108.2% |
| Admin fee / account holder | $71 | $633-88.8% | $6,735-98.9% | $348-79.5% |