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| Provider | Service type | Compensation |
|---|---|---|
CONTINUUM ADVISORY LLC1 year Service code 27 868 E RIVERSIDE DR STE 200 · EAGLE, ID 83616 | Advisory (Plan) | $24,000 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,788 |
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 | $49,819 | $88,874-43.9% | $123,553-59.7% | $75,289-33.8% |
| Participation rate | 79.3% | 75.9%+3.4pp | 82.3%-3.0pp | 72.4%+6.9pp |
| Annual return | -2.84% | 4.22%-7.1pp | 119.21%-122.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,505 | $3,256-53.8% | $4,628-67.5% | $2,405-37.4% |
| Participant deferral / active EE | $9,097 | $6,174+47.4% | $6,426+41.6% | $3,739+143.3% |
| Admin fee / account holder | $22 | $95-76.4% | $9,284-99.8% | $102-78.2% |