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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,768 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $6,380 |
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 | $68,213 | $50,820+34.2% | $155,567-56.2% | $77,671-12.2% |
| Participation rate | 94.7% | 63.1%+31.5pp | 78.2%+16.5pp | 70.6%+24.1pp |
| Annual return | 14.64% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $4,224 | $1,993+112.0% | $4,674-9.6% | $2,726+54.9% |
| Participant deferral / active EE | $4,168 | $2,823+47.6% | $5,628-25.9% | $4,648-10.3% |
| Admin fee / account holder | $21 | $436-95.2% | $15,916-99.9% | $430-95.1% |