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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $60,239 |
AMERICAN FUNDS3+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $44,587 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $16,667 |
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 | $219,292 | $90,410+142.6% | $91,004+141.0% | $77,958+181.3% |
| Participation rate | 99.8% | 86.4%+13.4pp | 75.6%+24.2pp | 71.6%+28.2pp |
| Annual return | 17.44% | 21.34%-3.9pp | 4.60%+12.8pp | 20.87%-3.4pp |
| Employer contribution / active EE | $9,227 | $3,392+172.1% | $2,456+275.8% | $2,310+299.4% |
| Participant deferral / active EE | $10,335 | $4,816+114.6% | $3,548+191.3% | $3,537+192.2% |
| Admin fee / account holder | $36 | $79-54.5% | $5,417-99.3% | $97-63.1% |