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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $3,040 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,439 | $58,888-58.5% | $178,499-86.3% | $73,493-66.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 1.89% | 24.86%-23.0pp | 151.10%-149.2pp | 28.51%-26.6pp |
| Employer contribution / active EE | $2,683 | $2,236+20.0% | $5,011-46.5% | $2,270+18.2% |
| Participant deferral / active EE | $974 | $2,568-62.1% | $5,202-81.3% | $3,740-74.0% |
| Admin fee / account holder | $18 | $400-95.6% | $13,986-99.9% | $513-96.5% |