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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,600 |
THE MANDMARBLESTONE GROUP LLC1+ years Service code 13 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Contract Administrator | $1,300 |
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 | $80,178 | $39,245+104.3% | $64,105+25.1% | $52,331+53.2% |
| Participation rate | 89.0% | 58.2%+30.7pp | 68.2%+20.8pp | 68.1%+20.9pp |
| Annual return | -1.52% | 14.79%-16.3pp | 791.24%-792.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,906 | $736+158.8% | $1,820+4.7% | $1,882+1.3% |
| Participant deferral / active EE | $3,446 | $1,992+73.0% | $2,822+22.1% | $3,022+14.0% |
| Admin fee / account holder | $14 | $592-97.6% | $4,499-99.7% | $592-97.6% |