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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $65,359 |
AMERICAN FUNDS4+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $42,068 |
KREISCHER MILLER3 years Service code 10 · EIN 23-1980475 | Accounting | $17,167 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $577 |
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 | $192,338 | $134,045+43.5% | $80,022+140.4% | $75,289+155.5% |
| Participation rate | 99.3% | 85.8%+13.6pp | 75.8%+23.5pp | 72.4%+26.9pp |
| Annual return | 21.50% | -0.56%+22.1pp | 11.22%+10.3pp | -0.04%+21.5pp |
| Employer contribution / active EE | $6,899 | $3,492+97.5% | $2,468+179.5% | $2,405+186.9% |
| Participant deferral / active EE | $7,878 | $4,976+58.3% | $3,686+113.7% | $3,739+110.7% |
| Admin fee / account holder | $27 | $124-78.3% | $6,521-99.6% | $102-73.7% |