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 PRACTICE6 years Service code 13 1055 WASHINGTON BLVD.SUITE 610 · STAMFORD, CT 069012218 | Contract Administrator | $4,847 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,000 |
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 | $75,289 | $60,989+23.4% | $60,906+23.6% | $66,938+12.5% |
| Participation rate | 75.9% | 74.5%+1.4pp | 73.1%+2.8pp | 69.8%+6.0pp |
| Annual return | -13.64% | -9.60%-4.0pp | 16.94%-30.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,928 | $2,661+47.6% | $2,703+45.3% | $2,545+54.3% |
| Participant deferral / active EE | $5,996 | $3,615+65.9% | $3,814+57.2% | $4,238+41.5% |
| Admin fee / account holder | $33 | $338-90.1% | $3,227-99.0% | $594-94.4% |