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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,641 |
THE MANDMARBLESTONE GROUP LLC2+ years Service code 13 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Contract Administrator | $1,250 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1650 MARKET STREET · PHILADELPHIA, PA 191037232 | Other Commissions | $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 | $87,903 | $42,546+106.6% | $71,796+22.4% | $55,167+59.3% |
| Participation rate | 89.0% | 59.1%+29.9pp | 69.1%+19.9pp | 69.0%+20.0pp |
| Annual return | 9.90% | 12.36%-2.5pp | 78.04%-68.1pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,888 | $803+135.0% | $1,924-1.9% | $1,963-3.8% |
| Participant deferral / active EE | $3,601 | $2,064+74.4% | $2,794+28.9% | $3,054+17.9% |
| Admin fee / account holder | $20 | $650-96.9% | $4,815-99.6% | $504-96.0% |