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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 | $47,105+12.9% | $68,368-22.2% | $67,986-21.8% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 14.02% | 48.37%-34.4pp | 292.57%-278.6pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,455 | $1,859-21.7% | $2,649-45.1% | $2,019-27.9% |
| Participant deferral / active EE | $2,552 | $2,374+7.5% | $4,123-38.1% | $3,358-24.0% |
| Admin fee / account holder | $157 | $2,435-93.6% | $5,150-97.0% | $3,203-95.1% |