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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE SCREW PRODUCTS INC Service code 27 5215 OLD ORCHARD RD, 900 · SKOKIE, IL 60077 | Advisory (Plan) | $5,143 |
Service code 13 707 SKOKIE BLVD, STE 200 · NORTBROOK, IL 600622837 | Contract Administrator | $375 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $75 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,545 | $72,404-16.4% | $110,243-45.1% | $64,173-5.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.47% | -6.29%+1.8pp | 314.76%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,537 | $2,282-32.6% | $3,827-59.8% | $2,381-35.4% |
| Participant deferral / active EE | $3,180 | $3,469-8.3% | $4,672-31.9% | $3,470-8.3% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |