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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: UP CAPITAL MANAGEMENT, INC. Service code 27 5905 GRANITE LAKE DRIVE · GRANITE BAY, CA 95746 | Advisory (Plan) | $15,418 |
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 | $119,449 | $83,090+43.8% | $130,062-8.2% | $71,529+67.0% |
| Participation rate | 88.7% | 74.1%+14.5pp | 78.5%+10.2pp | 67.9%+20.7pp |
| Annual return | 19.37% | 20.61%-1.2pp | -137.37%+156.7pp | 28.97%-9.6pp |
| Employer contribution / active EE | $2,263 | $2,624-13.8% | $4,322-47.6% | $2,590-12.6% |
| Participant deferral / active EE | $5,875 | $4,436+32.4% | $5,821+0.9% | $4,291+36.9% |
| Admin fee / account holder | $80 | $1,727-95.4% | $10,601-99.2% | $1,588-95.0% |