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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: UP CAPITAL MANAGEMENT, INC. Service code 27 5905 GRANITE LAKE DRIVE · GRANITE BAY, CA 95746 | Advisory (Plan) | $8,716 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,437 | $86,692+41.2% | $119,634+2.3% | $66,949+82.9% |
| Participation rate | 78.0% | 75.6%+2.4pp | 79.3%-1.3pp | 69.8%+8.2pp |
| Annual return | -16.69% | -8.00%-8.7pp | -14.98%-1.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $2,530 | $2,536-0.2% | $4,232-40.2% | $2,545-0.6% |
| Participant deferral / active EE | $4,890 | $4,360+12.1% | $5,601-12.7% | $4,239+15.3% |
| Admin fee / account holder | $20 | $755-97.3% | $10,329-99.8% | $594-96.6% |