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| Provider | Service type | Compensation |
|---|---|---|
TOWNSQUARE CAPITAL LLC2 years Filed as: TOWNSQUARE CAPITAL INC. Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $28,417 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,807 |
RUDD & COMPANY PLLC2 years Filed as: RUDD & COMPANY, PLLC Service code 14 PO BOX 1895 · IDAHO FALLS, ID 834031895 | Plan Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,739 | $124,414-56.8% | $115,170-53.3% | $67,579-20.5% |
| Participation rate | 24.3% | 58.1%-33.8pp | 75.9%-51.6pp | 71.3%-47.0pp |
| Annual return | 21.01% | 29.40%-8.4pp | 35.60%-14.6pp | 378.56%-357.5pp |
| Employer contribution / active EE | $713 | $1,454-51.0% | $3,179-77.6% | $2,148-66.8% |
| Participant deferral / active EE | $1,226 | $2,331-47.4% | $4,169-70.6% | $3,539-65.4% |
| Admin fee / account holder | $325 | $361-10.2% | $7,089-95.4% | $142+128.1% |