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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: TAYLOR CAPITAL MANAGEMENT, INC. Service code 27 2320 TOWNE LAKE PKWY · WOODSTOCK, GA 30189 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,149 | $46,100-49.8% | $86,582-73.3% | $69,631-66.8% |
| Participation rate | 98.6% | 67.2%+31.4pp | 73.5%+25.0pp | 70.7%+27.9pp |
| Annual return | 9.53% | 21.02%-11.5pp | 965.08%-955.6pp | 27571.02%-27561.5pp |
| Employer contribution / active EE | $1,834 | $1,850-0.8% | $2,839-35.4% | $2,032-9.7% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-99.8% | $4,904-100.0% | $110-99.8% |