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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $231,620 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
CROWE LLP8 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $34,850 |
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 | $137,753 | $104,544+31.8% | $96,564+42.7% | $80,187+71.8% |
| Participation rate | 94.8% | 86.4%+8.5pp | 76.0%+18.8pp | 72.9%+21.9pp |
| Annual return | 18.40% | 21.79%-3.4pp | 25.89%-7.5pp | 40.40%-22.0pp |
| Employer contribution / active EE | $4,432 | $3,527+25.7% | $2,967+49.4% | $2,980+48.8% |
| Participant deferral / active EE | $6,719 | $6,170+8.9% | $4,852+38.5% | $5,016+33.9% |
| Admin fee / account holder | $126 | $107+18.4% | $8,256-98.5% | $145-12.8% |