Filed December 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 50 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $275 |
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 | $31,925 | $45,087-29.2% | $69,483-54.1% | $72,976-56.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.18% | 22.67%+0.5pp | 28.99%-5.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $6,327 | $2,055+207.9% | $2,780+127.6% | $2,440+159.3% |
| Participant deferral / active EE | $7,067 | $2,603+171.5% | $3,537+99.8% | $3,608+95.9% |
| Admin fee / account holder | $24 | $3,057-99.2% | $3,841-99.4% | $5,124-99.5% |