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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
AMERICAN FUNDS2 years 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,557 | $43,999-44.2% | $79,476-69.1% | $55,725-55.9% |
| Participation rate | 99.0% | 66.9%+32.1pp | 73.3%+25.6pp | 70.9%+28.1pp |
| Annual return | 9.95% | 1.81%+8.1pp | 718.21%-708.3pp | 244.93%-235.0pp |
| Employer contribution / active EE | $2,307 | $1,830+26.1% | $2,800-17.6% | $2,078+11.0% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-99.9% | $5,113-100.0% | $115-99.9% |