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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS ST · AUSITN, TX 78701 | Advisory (Plan) | $40,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,498 |
Filed as: ANGELL PENSION GROUP Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $3,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,780 | $60,989+53.8% | $60,899+54.0% | $66,930+40.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 73.1%+19.7pp | 69.8%+23.0pp |
| Annual return | -10.02% | -9.60%-0.4pp | 16.92%-26.9pp | 1.57%-11.6pp |
| Employer contribution / active EE | $8,581 | $2,661+222.5% | $2,702+217.6% | $2,545+237.2% |
| Participant deferral / active EE | $6,562 | $3,615+81.5% | $3,817+71.9% | $4,238+54.8% |
| Admin fee / account holder | $191 | $338-43.4% | $3,225-94.1% | $593-67.7% |