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 | $69,774+37.6% | $67,561+42.2% | $74,429+29.0% |
| Participation rate | 81.5% | 71.4%+10.1pp | 72.9%+8.6pp | 67.2%+14.3pp |
| Annual return | 13.73% | -40.53%+54.3pp | 3525.44%-3511.7pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $4,340 | $2,710+60.1% | $2,735+58.7% | $2,625+65.3% |
| Participant deferral / active EE | $7,068 | $3,636+94.4% | $4,003+76.6% | $4,348+62.5% |
| Admin fee / account holder | $47 | $890-94.8% | $4,006-98.8% | $1,944-97.6% |