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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 | $50,860+34.1% | $155,574-56.2% | $77,714-12.2% |
| Participation rate | 94.7% | 63.1%+31.5pp | 78.2%+16.5pp | 70.6%+24.1pp |
| Annual return | 14.64% | 34.86%-20.2pp | 64.87%-50.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $4,224 | $1,991+112.2% | $4,676-9.7% | $2,727+54.9% |
| Participant deferral / active EE | $4,168 | $2,825+47.5% | $5,629-26.0% | $4,649-10.4% |
| Admin fee / account holder | $21 | $436-95.2% | $15,914-99.9% | $433-95.1% |