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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICE WATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $36,500 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 70 15 S RAYMOND AVENUE · PASADENA, CA 91105 | Consulting Fees | $27,500 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $1,193 |
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 | $160,993 | $88,324+82.3% | $115,038+39.9% | $55,191+191.7% |
| Participation rate | 78.4% | 72.5%+5.9pp | 81.4%-2.9pp | 69.2%+9.3pp |
| Annual return | 11.78% | 6.30%+5.5pp | 26.14%-14.4pp | 10.78%+1.0pp |
| Employer contribution / active EE | $3,053 | $2,805+8.8% | $4,608-33.8% | $1,899+60.8% |
| Participant deferral / active EE | $10,290 | $5,042+104.1% | $6,026+70.7% | $3,046+237.8% |
| Admin fee / account holder | $57 | $105-45.7% | $8,175-99.3% | $91-37.0% |