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| Provider | Service type | Compensation |
|---|---|---|
KLEEN-RITE CORPORATION1 year Service code 99 PO BOX 886 · COLUMBIA, PA 17512 | Other Fees | $10,300 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,203 |
THE RETIREMENT ADVANTAGE INC7 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,231 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,985 | $88,186-35.4% | $165,071-65.5% | $74,459-23.5% |
| Participation rate | 94.3% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 14.63% | 17.13%-2.5pp | 70.17%-55.5pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $3,811 | $2,600+46.6% | $4,347-12.3% | $2,626+45.1% |
| Participant deferral / active EE | $2,774 | $4,505-38.4% | $6,035-54.0% | $4,350-36.2% |
| Admin fee / account holder | $67 | $2,234-97.0% | $12,695-99.5% | $1,945-96.6% |