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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEGNER INVESTMENTS ASSOCIATES Service code 27 · EIN 61-1253247 | Advisory (Plan) | $9,785 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $125 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,236 | $42,917+40.4% | $60,899-1.1% | $68,495-12.1% |
| Participation rate | 85.2% | 66.8%+18.4pp | 73.1%+12.1pp | 67.9%+17.3pp |
| Annual return | -14.60% | -13.99%-0.6pp | 16.92%-31.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,993 | $1,979+0.7% | $2,702-26.3% | $2,596-23.2% |
| Participant deferral / active EE | $3,162 | $2,867+10.3% | $3,817-17.2% | $4,028-21.5% |
| Admin fee / account holder | $77 | $3,102-97.5% | $3,225-97.6% | $5,403-98.6% |