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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $1,725 |
THE RYDING COMPANY1 year Service code 13 · EIN 95-3497679 | Contract Administrator | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,385 | $54,357-75.4% | $82,706-83.8% | $68,495-80.5% |
| Participation rate | 74.5% | 63.9%+10.6pp | 72.6%+2.0pp | 67.9%+6.6pp |
| Annual return | -18.15% | -13.67%-4.5pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,607 | $2,218-27.6% | $3,007-46.6% | $2,596-38.1% |
| Participant deferral / active EE | $3,144 | $3,246-3.2% | $4,394-28.4% | $4,028-21.9% |
| Admin fee / account holder | $9 | $4,396-99.8% | $5,329-99.8% | $5,403-99.8% |