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| Provider | Service type | Compensation |
|---|---|---|
JW COLE ADVISORS INC1 year Filed as: J. W. COLE ADVISORS, INC. Service code 27 4301 ANCHOR PLZ PRY STE 450 · TAMPA, FL 33634 | Advisory (Plan) | $9,131 |
Filed as: EAGLE ACTUARIAL SERVICES, LLC Service code 13 4590 N STATE ROAD 75 · NORTH SALEM, IN 46165 | Contract Administrator | $770 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $487 |
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 | $32,694 | $125,797-74.0% | $170,028-80.8% | $75,181-56.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.27% | 27.20%-10.9pp | 53.39%-37.1pp | 160.69%-144.4pp |
| Employer contribution / active EE | $2,115 | $4,616-54.2% | $6,788-68.8% | $2,671-20.8% |
| Participant deferral / active EE | $3,592 | $6,838-47.5% | $10,409-65.5% | $4,126-12.9% |
| Admin fee / account holder | $55 | $8,177-99.3% | $12,820-99.6% | $5,650-99.0% |