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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,217 |
AMERICAN FUNDS7+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $5,057 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,451 | $81,948-5.5% | $90,760-14.7% | $64,819+19.5% |
| Participation rate | 92.1% | 80.5%+11.7pp | 75.7%+16.4pp | 71.5%+20.6pp |
| Annual return | -13.93% | -12.53%-1.4pp | -12.16%-1.8pp | 32.84%-46.8pp |
| Employer contribution / active EE | $3,117 | $3,067+1.6% | $2,922+6.7% | $2,507+24.3% |
| Participant deferral / active EE | $3,359 | $4,844-30.7% | $4,565-26.4% | $4,311-22.1% |
| Admin fee / account holder | $130 | $157-17.4% | $8,444-98.5% | $188-30.9% |