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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $30,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 99 · EIN 36-6055558 | Other Fees | $14,700 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,335 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
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 | $148,067 | $46,100+221.2% | $86,593+71.0% | $69,634+112.6% |
| Participation rate | 97.3% | 67.2%+30.2pp | 73.5%+23.8pp | 70.7%+26.7pp |
| Annual return | 21.29% | 21.02%+0.3pp | 965.08%-943.8pp | 27572.26%-27551.0pp |
| Employer contribution / active EE | $6,367 | $1,850+244.2% | $2,840+124.2% | $2,032+213.3% |
| Participant deferral / active EE | $19,177 | $2,432+688.6% | $3,609+431.4% | $3,224+494.9% |
| Admin fee / account holder | $75 | $94-19.7% | $4,904-98.5% | $110-31.8% |