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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEGNER INVESTMENT ASSOCIATES INC Service code 27 · EIN 61-1253247 233 BRECKENRIDGE LN · LOUISVILLE, KY 40207 | Advisory (Plan) | $20,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,208 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,802 | $46,596+43.4% | $64,099+4.2% | $75,181-11.1% |
| Participation rate | 74.7% | 65.9%+8.7pp | 72.3%+2.4pp | 67.2%+7.5pp |
| Annual return | 12.24% | 26.04%-13.8pp | 33.70%-21.5pp | 160.69%-148.4pp |
| Employer contribution / active EE | $2,424 | $1,975+22.7% | $2,748-11.8% | $2,671-9.2% |
| Participant deferral / active EE | $3,843 | $2,837+35.5% | $3,881-1.0% | $4,126-6.8% |
| Admin fee / account holder | $179 | $2,954-94.0% | $3,070-94.2% | $5,650-96.8% |