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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 |
BPAS2 years 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 | $43,496+41.5% | $161,489-61.9% | $64,340-4.3% |
| Participation rate | 81.7% | 53.5%+28.1pp | 78.7%+3.0pp | 55.2%+26.4pp |
| Annual return | 8.86% | 20.76%-11.9pp | 89.72%-80.9pp | 24.14%-15.3pp |
| Employer contribution / active EE | $2,000 | $1,431+39.8% | $4,268-53.1% | $1,862+7.4% |
| Participant deferral / active EE | $3,390 | $1,996+69.8% | $5,630-39.8% | $2,980+13.7% |
| Admin fee / account holder | $241 | $2,330-89.7% | $16,006-98.5% | $3,703-93.5% |