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| Provider | Service type | Compensation |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY5 years Service code 13 · EIN 25-1867808 | Contract Administrator | $1,825 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINEQ, CA 92618 | Recordkeeping Fees | $1,600 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 5 KACEY CT STE 101 · MECHANICSBURG, PA 170559220 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,417 | $61,166-58.4% | $185,837-86.3% | $79,393-68.0% |
| Participation rate | 45.2% | 66.6%-21.4pp | 81.7%-36.5pp | 70.7%-25.5pp |
| Annual return | 26.80% | 19.45%+7.3pp | 122.08%-95.3pp | 116.87%-90.1pp |
| Employer contribution / active EE | $1,176 | $2,321-49.3% | $5,168-77.2% | $2,428-51.6% |
| Participant deferral / active EE | $624 | $2,789-77.6% | $5,568-88.8% | $4,046-84.6% |
| Admin fee / account holder | $22 | $710-96.9% | $16,241-99.9% | $627-96.5% |