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| Provider | Service type | Compensation |
|---|---|---|
SAFE ASSOCIATES, INC.5+ years Service code 13 · EIN 36-4214541 728 W. JACKSON BLVD., STE 1212 · CHICAGO, IL 60661 | Contract Administrator | $1,959 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,623 |
Service code 13 · EIN 36-4430093 119 E PALATINE ROAD, #104 · PALATINE, IL 60067 | Contract Administrator | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,881 | $56,972-44.0% | $182,532-82.5% | $65,185-51.1% |
| Participation rate | 92.1% | 66.5%+25.5pp | 78.0%+14.1pp | 70.2%+21.9pp |
| Annual return | 19.08% | 27.67%-8.6pp | 148.54%-129.5pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,906 | $1,615+18.1% | $4,076-53.2% | $2,177-12.4% |
| Participant deferral / active EE | $2,936 | $3,526-16.7% | $5,524-46.9% | $3,514-16.4% |
| Admin fee / account holder | $8 | $528-98.4% | $8,592-99.9% | $847-99.0% |