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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEGNER INVESTMENT ASSOCIATES, INC. Service code 27 · EIN 61-1253247 | Advisory (Plan) | $20,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $7,160 |
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 | $77,168 | $47,479+62.5% | $62,929+22.6% | $82,448-6.4% |
| Participation rate | 89.4% | 66.9%+22.5pp | 73.1%+16.3pp | 68.1%+21.3pp |
| Annual return | 13.77% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,248 | $1,885+19.2% | $2,505-10.2% | $2,551-11.9% |
| Participant deferral / active EE | $4,117 | $2,870+43.4% | $3,888+5.9% | $4,139-0.5% |
| Admin fee / account holder | $143 | $3,804-96.2% | $5,065-97.2% | $7,234-98.0% |