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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 46-0464047 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $86,394 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 13 29 SAWYER RD · WALTHAM, MA 024533483 | Contract Administrator | $55,347 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS, INC Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 921213279 | Contract Administrator | $42,472 |
JGD & ASSOCIATES LLP3 years Filed as: JGD & ASSOCIATES Service code 10 · EIN 95-3132551 5355 MIRA SORRENTO PL · SAN DIEGO, CA 92121 | Accounting | $11,000 |
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 | $134,356 | $42,909+213.1% | $152,093-11.7% | $71,012+89.2% |
| Participation rate | 98.4% | 54.7%+43.8pp | 77.8%+20.7pp | 58.6%+39.9pp |
| Annual return | 13.35% | 30.57%-17.2pp | 66.36%-53.0pp | 37.67%-24.3pp |
| Employer contribution / active EE | $18,261 | $1,369+1234.0% | $4,175+337.4% | $2,348+677.8% |
| Participant deferral / active EE | $2,341 | $1,904+23.0% | $5,451-57.1% | $3,246-27.9% |
| Admin fee / account holder | $267 | $1,014-73.7% | $14,497-98.2% | $1,167-77.1% |