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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Accounting | $17,660 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $6,605 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,564 | $79,169+70.0% | $100,415+34.0% | $74,478+80.7% |
| Participation rate | 99.0% | 79.4%+19.6pp | 81.5%+17.5pp | 67.2%+31.8pp |
| Annual return | 14.52% | 20.51%-6.0pp | 49.47%-35.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $11,230 | $3,017+272.2% | $3,943+184.8% | $2,626+327.6% |
| Participant deferral / active EE | $7,699 | $7,751-0.7% | $8,091-4.8% | $4,350+77.0% |
| Admin fee / account holder | $64 | $1,337-95.2% | $7,906-99.2% | $1,946-96.7% |