Filed September 12, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE8 years Service code 13 1055 WASHINGTON BLVD.SUITE 610 · STAMFORD, CT 069012218 | Contract Administrator | $7,742 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $975 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,041 | $69,745+37.7% | $67,511+42.3% | $74,546+28.8% |
| Participation rate | 81.5% | 71.3%+10.2pp | 72.9%+8.6pp | 67.2%+14.3pp |
| Annual return | 13.73% | -40.37%+54.1pp | 3517.41%-3503.7pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $4,340 | $2,705+60.4% | $2,733+58.8% | $2,624+65.4% |
| Participant deferral / active EE | $7,068 | $3,636+94.4% | $4,000+76.7% | $4,347+62.6% |
| Admin fee / account holder | $47 | $894-94.8% | $3,999-98.8% | $1,944-97.6% |