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| Provider | Service type | Compensation |
|---|---|---|
N.A. FALCONE & ASSOCIATES, INC.6+ years Service code 13 · EIN 23-2773128 EIGHT NESHAMINY INTERPLEX STE 107 · TREVOSE, PA 19053 | Contract Administrator | $35,682 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,466 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,895 | $69,383-25.2% | $101,275-48.8% | $73,497-29.4% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.8%+22.4pp | 70.7%+27.5pp |
| Annual return | 17.21% | 18.46%-1.3pp | 46.48%-29.3pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,493 | $2,628+32.9% | $3,660-4.6% | $2,270+53.9% |
| Participant deferral / active EE | $3,837 | $3,301+16.2% | $4,371-12.2% | $3,740+2.6% |
| Admin fee / account holder | $122 | $704-82.6% | $5,948-97.9% | $513-76.2% |