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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS BENEFIT CONSULTING, LLC7+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $4,175 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,525 |
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 | $28,765 | $77,677-63.0% | $109,188-73.7% | $79,389-63.8% |
| Participation rate | 79.7% | 67.8%+11.8pp | 75.9%+3.8pp | 70.7%+8.9pp |
| Annual return | 15.47% | 23.44%-8.0pp | 25.76%-10.3pp | 116.89%-101.4pp |
| Employer contribution / active EE | $996 | $2,798-64.4% | $3,723-73.2% | $2,428-59.0% |
| Participant deferral / active EE | $1,633 | $3,517-53.6% | $4,654-64.9% | $4,046-59.6% |
| Admin fee / account holder | $22 | $732-97.0% | $6,755-99.7% | $626-96.5% |