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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $33,929 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,584 |
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 | $55,400 | $64,176-13.7% | $112,263-50.7% | $66,949-17.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.34% | -13.80%-3.5pp | 27.49%-44.8pp | 1.57%-18.9pp |
| Employer contribution / active EE | $4,088 | $3,007+36.0% | $3,636+12.4% | $2,545+60.6% |
| Participant deferral / active EE | $4,375 | $3,694+18.4% | $4,729-7.5% | $4,239+3.2% |
| Admin fee / account holder | $115 | $626-81.6% | $6,410-98.2% | $594-80.6% |