Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND CONSULTING LLC Service code 16 · EIN 95-4660745 | Consulting | $109,689 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $14,071 |
TRUCKER HUSS2+ years Service code 17 · EIN 94-3216063 | Pension Consulting | $9,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$197,839 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,701 | $107,378-1.6% | $108,582-2.7% | $57,658+83.3% |
| Participation rate | 79.5% | 77.1%+2.4pp | 79.6%0pp | 70.2%+9.3pp |
| Annual return | 8.79% | 12.80%-4.0pp | -51.70%+60.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $4,629 | $1,782+159.8% | $3,758+23.2% | $1,974+134.5% |
| Participant deferral / active EE | $4,978 | $3,221+54.6% | $4,311+15.5% | $3,061+62.6% |
| Admin fee / account holder | -$94 | $108-186.8% | $7,645-101.2% | $95-199.6% |