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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 | $41,016+50.0% | $152,093-59.5% | $64,097-4.0% |
| Participation rate | 81.7% | 51.3%+30.3pp | 77.8%+3.9pp | 55.2%+26.5pp |
| Annual return | 8.86% | 39.60%-30.7pp | 66.36%-57.5pp | 34.64%-25.8pp |
| Employer contribution / active EE | $2,000 | $1,342+49.0% | $4,175-52.1% | $1,891+5.7% |
| Participant deferral / active EE | $3,390 | $1,927+75.9% | $5,451-37.8% | $3,080+10.1% |
| Admin fee / account holder | $241 | $2,305-89.5% | $14,497-98.3% | $3,454-93.0% |