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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 2702 WHATLEY AVE, STE A1 · SAVANNAH, GA 31404 | Contract Administrator | $8,835 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SRCVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $650 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,359 | $69,383-63.5% | $101,275-75.0% | $73,497-65.5% |
| Participation rate | 73.7% | 68.4%+5.3pp | 75.8%-2.1pp | 70.7%+3.0pp |
| Annual return | 18.98% | 18.46%+0.5pp | 46.48%-27.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,448 | $2,628-44.9% | $3,660-60.4% | $2,270-36.2% |
| Participant deferral / active EE | $2,125 | $3,301-35.6% | $4,371-51.4% | $3,740-43.2% |
| Admin fee / account holder | $87 | $704-87.6% | $5,948-98.5% | $513-83.0% |