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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 | $51,184+50.8% | $66,439+16.1% | $86,983-11.3% |
| Participation rate | 89.4% | 68.5%+20.9pp | 74.5%+14.9pp | 69.5%+19.9pp |
| Annual return | 13.77% | 17.07%-3.3pp | 757.66%-743.9pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,248 | $2,023+11.1% | $2,637-14.7% | $2,584-13.0% |
| Participant deferral / active EE | $4,117 | $2,927+40.6% | $3,876+6.2% | $4,194-1.8% |
| Admin fee / account holder | $143 | $4,154-96.6% | $6,173-97.7% | $7,856-98.2% |