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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 | $45,343+35.7% | $150,298-59.1% | $67,986-9.5% |
| Participation rate | 81.7% | 51.9%+29.8pp | 77.8%+3.9pp | 57.2%+24.5pp |
| Annual return | 8.86% | 33.28%-24.4pp | 62.79%-53.9pp | 31.67%-22.8pp |
| Employer contribution / active EE | $2,000 | $1,462+36.8% | $4,154-51.9% | $2,019-0.9% |
| Participant deferral / active EE | $3,390 | $2,055+65.0% | $5,453-37.8% | $3,358+0.9% |
| Admin fee / account holder | $241 | $2,250-89.3% | $14,116-98.3% | $3,203-92.5% |