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| Provider | Service type | Compensation |
|---|---|---|
JW COLE ADVISORS INC2 years Filed as: J. W. COLE ADVISORS, INC. Service code 27 4301 ANCHOR PLZ PRY STE 450 · TAMPA, FL 33634 | Advisory (Plan) | $10,851 |
Filed as: EAGLE ACTUARIAL SERVICES, LLC Service code 13 4590 N STATE ROAD 75 · NORTH SALEM, IN 46165 | Contract Administrator | $1,330 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $763 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,160 | $122,063-72.8% | $184,256-82.0% | $74,478-55.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.72% | 19.92%-8.2pp | 28.85%-17.1pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $2,340 | $4,539-48.4% | $6,427-63.6% | $2,626-10.9% |
| Participant deferral / active EE | $4,285 | $7,144-40.0% | $9,133-53.1% | $4,350-1.5% |
| Admin fee / account holder | $59 | $1,253-95.3% | $13,899-99.6% | $1,946-97.0% |