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| Provider | Service type | Compensation |
|---|---|---|
THE ADVISORY GROUP7+ years Service code 27 20955 PATHFINDER RD., STE 110 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $30,666 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,846 | $59,584+129.7% | $86,615+58.0% | $79,391+72.4% |
| Participation rate | 98.2% | 67.7%+30.6pp | 71.6%+26.6pp | 70.7%+27.5pp |
| Annual return | 13.70% | 23.15%-9.4pp | 63.51%-49.8pp | 116.88%-103.2pp |
| Employer contribution / active EE | $4,979 | $1,768+181.7% | $2,496+99.5% | $2,428+105.1% |
| Participant deferral / active EE | $7,398 | $3,036+143.6% | $3,699+100.0% | $4,046+82.8% |
| Admin fee / account holder | $220 | $604-63.6% | $5,830-96.2% | $627-64.9% |