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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 15 S RAYMOND AVENUE #200 · PASADENA, CA 911051979 | Investment Management | $12,979 |
TIAA1 year Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $11,956 |
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 | $40,428 | $51,223-21.1% | $82,763-51.2% | $66,949-39.6% |
| Participation rate | 97.0% | 67.9%+29.1pp | 72.6%+24.4pp | 69.8%+27.2pp |
| Annual return | -18.90% | -9.85%-9.1pp | 702.45%-721.4pp | 1.57%-20.5pp |
| Employer contribution / active EE | $988 | $2,611-62.1% | $3,008-67.1% | $2,545-61.2% |
| Participant deferral / active EE | $2,967 | $3,460-14.3% | $4,395-32.5% | $4,239-30.0% |
| Admin fee / account holder | $141 | $415-66.1% | $5,325-97.4% | $594-76.2% |