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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $23,833 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY LLC Service code 99 PO BOX 1800 · DENVER, CO 80202 | Other Fees | $4,785 |
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $3,615 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,068 | $84,936+14.3% | $111,303-12.8% | $79,393+22.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 16.03% | 17.45%-1.4pp | 54.66%-38.6pp | 116.87%-100.8pp |
| Employer contribution / active EE | $3,635 | $1,979+83.6% | $2,731+33.1% | $2,428+49.7% |
| Participant deferral / active EE | $6,527 | $3,888+67.9% | $4,487+45.5% | $4,046+61.3% |
| Admin fee / account holder | $136 | $537-74.6% | $7,966-98.3% | $627-78.2% |