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| Provider | Service type | Compensation |
|---|---|---|
FIRST MASON FINANCIAL LLC1 year Filed as: FIRST MASON FINANCIAL, LLC Service code 27 33 PUBLIC SQUARE · MEDINA, OH 44256 | Advisory (Plan) | $29,666 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,226 | $49,451-6.5% | $79,550-41.9% | $66,914-30.9% |
| Participation rate | 87.1% | 61.3%+25.8pp | 69.5%+17.7pp | 69.8%+17.3pp |
| Annual return | -18.61% | 84.25%-102.9pp | 0.16%-18.8pp | 1.58%-20.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,831 | $3,159+21.3% | $3,985-3.9% | $4,237-9.6% |
| Admin fee / account holder | $20 | $595-96.7% | $6,832-99.7% | $593-96.7% |