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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 | Investment Management | $17,419 |
TIAA4 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $13,909 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,160 | $47,553+11.8% | $136,867-61.2% | $69,733-23.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 74.5%+25.5pp | 62.5%+37.5pp |
| Annual return | 14.02% | -91.50%+105.5pp | 42.97%-29.0pp | 15.22%-1.2pp |
| Employer contribution / active EE | $1,455 | $2,087-30.3% | $3,547-59.0% | $2,250-35.3% |
| Participant deferral / active EE | $2,552 | $2,300+10.9% | $4,924-48.2% | $3,054-16.5% |
| Admin fee / account holder | $157 | $3,496-95.5% | $10,340-98.5% | $3,102-94.9% |