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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $3,735 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,239 | $51,604-20.1% | $129,295-68.1% | $80,874-49.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 16.34% | 20.76%-4.4pp | 9429.28%-9412.9pp | 35.62%-19.3pp |
| Employer contribution / active EE | $3,817 | $1,585+140.9% | $4,157-8.2% | $2,756+38.5% |
| Participant deferral / active EE | $6,035 | $2,670+126.0% | $4,169+44.8% | $4,297+40.5% |
| Admin fee / account holder | $17 | $4,310-99.6% | $7,665-99.8% | $6,935-99.8% |