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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 15 S RAYMOND AVENUE #200 · PASADENA, CA 911051979 | Investment Management | $9,915 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | 12b-1 Fees | $9,666 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,095 | $66,124-46.9% | $90,461-61.2% | $73,497-52.2% |
| Participation rate | 73.8% | 69.7%+4.2pp | 72.7%+1.2pp | 70.7%+3.2pp |
| Annual return | 8.91% | 17.65%-8.7pp | 1294.76%-1285.9pp | 28.51%-19.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,174 | $3,039-28.5% | $3,964-45.2% | $3,740-41.9% |
| Admin fee / account holder | $95 | $396-76.1% | $5,617-98.3% | $513-81.6% |