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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 15 S RAYMOND AVENUE #200 · PASADENA, CA 911051979 | Investment Management | $12,344 |
TIAA2 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $10,662 |
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 | $46,089 | $58,292-20.9% | $86,640-46.8% | $71,511-35.6% |
| Participation rate | 98.2% | 65.0%+33.2pp | 71.7%+26.5pp | 67.9%+30.3pp |
| Annual return | 11.93% | 21.63%-9.7pp | 592.52%-580.6pp | 28.86%-16.9pp |
| Employer contribution / active EE | $1,918 | $2,574-25.5% | $3,024-36.6% | $2,589-25.9% |
| Participant deferral / active EE | $3,110 | $3,438-9.5% | $4,438-29.9% | $4,291-27.5% |
| Admin fee / account holder | $127 | $1,057-88.0% | $5,616-97.7% | $1,588-92.0% |