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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $30,960 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $19,282 |
Filed as: BPAS Service code 13 · EIN 16-1616474 6 RHOADS DR, SUITE 7 · UTICA, NY 13502 | Contract Administrator | $1,185 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,542 | $46,688+31.8% | $189,758-67.6% | $69,733-11.7% |
| Participation rate | 81.7% | 61.7%+20.0pp | 79.8%+1.9pp | 62.5%+19.2pp |
| Annual return | 8.86% | 14.35%-5.5pp | 52.62%-43.8pp | 15.22%-6.4pp |
| Employer contribution / active EE | $2,000 | $1,695+18.0% | $4,767-58.0% | $2,250-11.1% |
| Participant deferral / active EE | $3,390 | $2,143+58.2% | $5,856-42.1% | $3,054+11.0% |
| Admin fee / account holder | $241 | $1,700-85.8% | $20,388-98.8% | $3,102-92.2% |