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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 | $45,900+15.8% | $94,057-43.5% | $64,340-17.4% |
| Participation rate | 100.0% | 50.6%+49.4pp | 73.3%+26.7pp | 55.2%+44.8pp |
| Annual return | 14.02% | 50.47%-36.5pp | 480.62%-466.6pp | 24.14%-10.1pp |
| Employer contribution / active EE | $1,455 | $1,612-9.7% | $2,933-50.4% | $1,862-21.8% |
| Participant deferral / active EE | $2,552 | $2,102+21.4% | $4,709-45.8% | $2,980-14.4% |
| Admin fee / account holder | $157 | $3,143-95.0% | $7,244-97.8% | $3,703-95.8% |