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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 | Investment Management | $14,924 |
TIAA3 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $12,791 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,009 | $60,393-20.5% | $81,820-41.3% | $74,429-35.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.95% | 16.89%-0.9pp | 777.93%-762.0pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $1,501 | $2,626-42.9% | $2,915-48.5% | $2,625-42.8% |
| Participant deferral / active EE | $2,612 | $3,397-23.1% | $4,323-39.6% | $4,348-39.9% |
| Admin fee / account holder | $140 | $1,491-90.6% | $7,391-98.1% | $1,944-92.8% |