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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 17 · EIN 36-4389114 | Pension Consulting | $7,500 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,642 | $38,925+135.4% | $73,837+24.1% | $55,191+66.0% |
| Participation rate | 97.6% | 66.0%+31.5pp | 73.4%+24.1pp | 69.2%+28.4pp |
| Annual return | -0.15% | 6.31%-6.5pp | 2268.13%-2268.3pp | 10.78%-10.9pp |
| Employer contribution / active EE | $4,890 | $1,695+188.5% | $2,788+75.4% | $1,899+157.5% |
| Participant deferral / active EE | $15,052 | $2,351+540.3% | $3,583+320.1% | $3,046+394.1% |
| Admin fee / account holder | $20 | $83-75.6% | $4,882-99.6% | $91-77.7% |