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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $20,000 |
LION STREET ADVISORS LLC6 years Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS ST · AUSITN, TX 78701 | Advisory (Plan) | $20,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,742 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $12,579 |
Filed as: ANGELL PENSION GROUP Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $2,500 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 64 · EIN 45-0451140 | Recordkeeping Fees | $0 |
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 | $117,803 | $65,084+81.0% | $67,681+74.1% | $64,340+83.1% |
| Participation rate | 96.6% | 66.7%+29.8pp | 73.7%+22.8pp | 55.2%+41.3pp |
| Annual return | 13.77% | 20.50%-6.7pp | 590.58%-576.8pp | 24.14%-10.4pp |
| Employer contribution / active EE | $5,349 | $2,398+123.0% | $2,678+99.7% | $1,862+187.3% |
| Participant deferral / active EE | $8,955 | $3,210+178.9% | $3,976+125.2% | $2,980+200.5% |
| Admin fee / account holder | $177 | $1,415-87.5% | $6,100-97.1% | $3,703-95.2% |