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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND CONSULTING Service code 26 · EIN 95-4660745 | Advisory (Participants) | $197,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$251,112 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,336 | $91,746-3.7% | $146,647-39.8% | $93,010-5.0% |
| Participation rate | 98.3% | 80.9%+17.4pp | 80.1%+18.2pp | 73.9%+24.4pp |
| Annual return | 17.01% | 18.28%-1.3pp | 22.75%-5.7pp | 158.70%-141.7pp |
| Employer contribution / active EE | $4,561 | $2,815+62.0% | $4,137+10.2% | $2,705+68.6% |
| Participant deferral / active EE | $5,452 | $4,589+18.8% | $5,506-1.0% | $4,561+19.5% |
| Admin fee / account holder | -$38 | $101-137.6% | $10,281-100.4% | $152-125.1% |