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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $259,299 |
AMERICAN FUNDS5 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $40,000 |
CROWE LLP6 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $31,650 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $6,712 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,239 | $144,879-6.7% | $111,319+21.5% | $93,010+45.4% |
| Participation rate | 94.3% | 86.1%+8.1pp | 77.3%+16.9pp | 73.9%+20.4pp |
| Annual return | 14.16% | 18.11%-3.9pp | 54.68%-40.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $3,821 | $3,052+25.2% | $2,732+39.9% | $2,705+41.2% |
| Participant deferral / active EE | $5,942 | $5,576+6.6% | $4,488+32.4% | $4,561+30.3% |
| Admin fee / account holder | $117 | $104+12.6% | $7,966-98.5% | $152-23.1% |