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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $20,218 |
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $4,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,518 | $76,112+26.8% | $96,5340% | $71,511+35.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 20.61% | 22.81%-2.2pp | 25.88%-5.3pp | 28.86%-8.2pp |
| Employer contribution / active EE | $3,869 | $2,248+72.1% | $2,965+30.5% | $2,589+49.4% |
| Participant deferral / active EE | $7,474 | $4,217+77.2% | $4,851+54.1% | $4,291+74.2% |
| Admin fee / account holder | $12 | $2,708-99.6% | $8,253-99.9% | $1,588-99.3% |