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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 320 W. 57TH ST · NEW YORK, NY 100193705 | Contract Administrator | $66,267 |
CARON & BLETZER, PLLC1 year Service code 99 51 CHURCH STREET · KINGSTON, NH 03848 | Other Fees | $7,250 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $89,438 | $55,449+61.3% | $83,831+6.7% | $56,289+58.9% |
| Participation rate | 85.7% | 68.0%+17.7pp | 76.1%+9.6pp | 69.9%+15.9pp |
| Annual return | 12.82% | -1.38%+14.2pp | 850.99%-838.2pp | -9.96%+22.8pp |
| Employer contribution / active EE | $13,987 | $2,430+475.5% | $3,631+285.2% | $2,111+562.5% |
| Participant deferral / active EE | $1,698 | $2,935-42.2% | $4,082-58.4% | $3,350-49.3% |
| Admin fee / account holder | $268 | $656-59.2% | $5,479-95.1% | $521-48.6% |