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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POLYCOMP ADMINISTRATIVE SVCS, INC. Service code 17 · EIN 95-2889854 | Pension Consulting | $10,130 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 46-0464047 | Recordkeeping Fees | $1,268 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,246 | $55,449-52.7% | $83,831-68.7% | $56,289-53.4% |
| Participation rate | 88.2% | 68.0%+20.2pp | 76.1%+12.1pp | 69.9%+18.3pp |
| Annual return | -4.33% | -1.38%-3.0pp | 850.99%-855.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,437 | $2,430+41.4% | $3,631-5.3% | $2,111+62.8% |
| Participant deferral / active EE | $4,039 | $2,935+37.6% | $4,082-1.0% | $3,350+20.6% |
| Admin fee / account holder | $57 | $656-91.3% | $5,479-99.0% | $521-89.0% |