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| Provider | Service type | Compensation |
|---|---|---|
SA STONE WEALTH MANAGEMENT2 years Service code 27 2 PERIMETER PARK S STE 500W · BIERMINGHAM, AL 35243 | Advisory (Plan) | $91,188 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,073 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,700 | $86,655+252.8% | $119,622+155.6% | $66,938+356.7% |
| Participation rate | 94.7% | 75.6%+19.2pp | 79.3%+15.5pp | 69.8%+24.9pp |
| Annual return | -17.34% | -8.00%-9.3pp | -14.98%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $14,207 | $2,536+460.2% | $4,232+235.7% | $2,545+458.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $753 | $755-0.2% | $10,328-92.7% | $594+26.9% |