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| Provider | Service type | Compensation |
|---|---|---|
SA STONE WEALTH MANAGEMENT3 years Service code 27 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Advisory (Plan) | $77,104 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,689 |
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 | $367,149 | $83,045+342.1% | $130,045+182.3% | $71,511+413.4% |
| Participation rate | 93.0% | 74.1%+18.8pp | 78.5%+14.5pp | 67.9%+25.0pp |
| Annual return | 18.63% | 20.61%-2.0pp | -137.30%+155.9pp | 28.86%-10.2pp |
| Employer contribution / active EE | $15,026 | $2,623+472.8% | $4,321+247.7% | $2,589+480.3% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $685 | $1,727-60.3% | $10,600-93.5% | $1,588-56.9% |