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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,090 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $6,794 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,962 | $52,293-6.4% | $178,498-72.6% | $73,412-33.3% |
| Participation rate | 95.1% | 65.3%+29.8pp | 81.9%+13.2pp | 72.2%+23.0pp |
| Annual return | 14.02% | 34.75%-20.7pp | 151.09%-137.1pp | 59.30%-45.3pp |
| Employer contribution / active EE | $3,567 | $1,735+105.5% | $5,011-28.8% | $2,234+59.7% |
| Participant deferral / active EE | $4,006 | $2,332+71.8% | $5,202-23.0% | $3,806+5.3% |
| Admin fee / account holder | $3 | $127-98.0% | $13,985-100.0% | $158-98.4% |