Filed September 12, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE4 years Service code 13 1055 WASHINGTON BLVD.SUITE 610 · STAMFORD, CT 069012218 | Contract Administrator | $9,578 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,389 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,378 | $65,322+10.8% | $70,494+2.7% | $73,497-1.5% |
| Participation rate | 71.9% | 77.0%-5.0pp | 75.1%-3.1pp | 70.7%+1.2pp |
| Annual return | 10.94% | 15.71%-4.8pp | 109.16%-98.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $3,579 | $2,460+45.5% | $2,738+30.7% | $2,270+57.6% |
| Participant deferral / active EE | $4,925 | $3,375+45.9% | $3,711+32.7% | $3,740+31.7% |
| Admin fee / account holder | $70 | $214-67.4% | $3,848-98.2% | $513-86.4% |