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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 | $50,554+52.6% | $67,681+14.0% | $87,485-11.8% |
| Participation rate | 89.4% | 67.7%+21.7pp | 73.7%+15.7pp | 68.9%+20.5pp |
| Annual return | 13.77% | 17.81%-4.0pp | 590.58%-576.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $2,248 | $1,988+13.1% | $2,678-16.1% | $2,596-13.4% |
| Participant deferral / active EE | $4,117 | $2,961+39.0% | $3,976+3.5% | $4,274-3.7% |
| Admin fee / account holder | $143 | $4,132-96.5% | $6,100-97.7% | $7,775-98.2% |