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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $45,000 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $17,176 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $102,597-100.0% | $75,924-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 58.9%-58.9pp | 52.9%-52.9pp | 43.0%-43.0pp |
| Annual return | 9.32% | 5.74%+3.6pp | 6.78%+2.5pp | 259.17%-249.8pp |
| Employer contribution / active EE | $10,000 | $36,770-72.8% | $28,542-65.0% | $41,471-75.9% |
| Participant deferral / active EE | $0 | $558-100.0% | $763-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,502-100.0% |