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| Provider | Service type | Compensation |
|---|---|---|
BLOCK CONSULTING ACTUARIES, INC.6+ years Service code 13 · EIN 95-3949084 880 APOLLO STREET, SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $10,303 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $2,060 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,988 | $104,479+86.6% | $159,474+22.3% | $79,391+145.6% |
| Participation rate | 99.3% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.5pp |
| Annual return | 17.43% | 67.98%-50.5pp | 263.68%-246.2pp | 116.88%-99.5pp |
| Employer contribution / active EE | $7,410 | $3,417+116.9% | $4,831+53.4% | $2,428+205.2% |
| Participant deferral / active EE | $8,007 | $6,468+23.8% | $7,353+8.9% | $4,046+97.9% |
| Admin fee / account holder | $54 | $711-92.5% | $10,802-99.5% | $627-91.4% |