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| Provider | Service type | Compensation |
|---|---|---|
MAHER DUESSEL1+ years Filed as: MAHER DUESSEL, CPAS Service code 10 · EIN 25-1622758 | Accounting | $7,500 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 25 · EIN 95-1411037 | Directed Trustee | $2,611 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,083 | $46,732-44.2% | $156,549-83.3% | $55,167-52.7% |
| Participation rate | 94.4% | 65.8%+28.6pp | 84.0%+10.4pp | 69.0%+25.4pp |
| Annual return | -5.64% | 17.72%-23.4pp | 32.23%-37.9pp | 169.23%-174.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $820 | $2,204-62.8% | $4,871-83.2% | $3,054-73.2% |
| Admin fee / account holder | $3 | $418-99.2% | $13,027-100.0% | $504-99.4% |