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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS BENEFIT CONSULTING, LLC5+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $11,676 |
GRAY HUNTER STENN LLP4 years Service code 10 · EIN 36-3077757 1200 HARGER ROAD, STE 521 · OAK BROOK, IL 60523 | Accounting | $8,173 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH RETIREMENT SERVICE Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,376 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,146 | $63,114-61.7% | $92,915-74.0% | $65,186-63.0% |
| Participation rate | 79.3% | 68.8%+10.5pp | 76.0%+3.2pp | 70.2%+9.1pp |
| Annual return | 22.07% | 28.75%-6.7pp | 109.45%-87.4pp | 29.39%-7.3pp |
| Employer contribution / active EE | $1,412 | $2,571-45.1% | $3,653-61.3% | $2,177-35.1% |
| Participant deferral / active EE | $1,380 | $3,108-55.6% | $4,238-67.4% | $3,514-60.7% |
| Admin fee / account holder | $88 | $624-86.0% | $5,796-98.5% | $847-89.7% |