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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $16,733 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,213 |
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 | $54,369 | $79,045-31.2% | $100,378-45.8% | $74,429-27.0% |
| Participation rate | 93.9% | 79.4%+14.5pp | 81.5%+12.4pp | 67.2%+26.7pp |
| Annual return | 15.22% | 20.61%-5.4pp | 49.41%-34.2pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $3,055 | $3,015+1.3% | $3,942-22.5% | $2,625+16.4% |
| Participant deferral / active EE | $7,715 | $7,751-0.5% | $8,087-4.6% | $4,348+77.4% |
| Admin fee / account holder | $141 | $1,335-89.4% | $7,899-98.2% | $1,944-92.7% |