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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,797 |
THE MANDMARBLESTONE GROUP LLC3+ years Service code 13 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Contract Administrator | $800 |
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 | $99,969 | $51,466+94.2% | $78,778+26.9% | $62,293+60.5% |
| Participation rate | 89.9% | 59.8%+30.1pp | 69.2%+20.7pp | 69.5%+20.4pp |
| Annual return | 16.17% | 19.96%-3.8pp | 35.62%-19.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,983 | $827+139.8% | $1,986-0.1% | $2,042-2.9% |
| Participant deferral / active EE | $3,587 | $2,147+67.1% | $2,958+21.3% | $3,169+13.2% |
| Admin fee / account holder | $18 | $489-96.3% | $5,134-99.6% | $479-96.2% |