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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS BENEFIT CONSULTING, LLC6+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $10,678 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,753 |
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 | $27,583 | $69,383-60.2% | $101,275-72.8% | $73,497-62.5% |
| Participation rate | 79.4% | 68.4%+11.0pp | 75.8%+3.6pp | 70.7%+8.7pp |
| Annual return | 19.36% | 18.46%+0.9pp | 46.48%-27.1pp | 28.51%-9.2pp |
| Employer contribution / active EE | $881 | $2,628-66.5% | $3,660-75.9% | $2,270-61.2% |
| Participant deferral / active EE | $1,508 | $3,301-54.3% | $4,371-65.5% | $3,740-59.7% |
| Admin fee / account holder | $48 | $704-93.2% | $5,948-99.2% | $513-90.7% |