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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Accounting | $13,886 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $6,040 |
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 | $116,757 | $69,511+68.0% | $94,664+23.3% | $71,511+63.3% |
| Participation rate | 98.1% | 78.4%+19.7pp | 80.8%+17.3pp | 67.9%+30.2pp |
| Annual return | 18.53% | 29.67%-11.1pp | 156.84%-138.3pp | 28.86%-10.3pp |
| Employer contribution / active EE | $11,214 | $2,853+293.0% | $3,673+205.3% | $2,589+333.1% |
| Participant deferral / active EE | $7,815 | $7,348+6.4% | $7,417+5.4% | $4,291+82.1% |
| Admin fee / account holder | $51 | $1,211-95.8% | $7,222-99.3% | $1,588-96.8% |