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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: ERICKSON & ASSOCIATES, SC Service code 10 1000 WEST COLLEGE AVE · APPLETON, WI 54912 | Accounting | $6,500 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 37 6455 IRVINE CENTER DRIVE · LOS ANGELES, CA 90071 | Loan Processing | $2,879 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,068 | $63,861+14.4% | $104,639-30.2% | $79,856-8.5% |
| Participation rate | 97.9% | 64.9%+33.0pp | 74.1%+23.9pp | 69.6%+28.3pp |
| Annual return | 19.71% | 21.30%-1.6pp | 340.67%-321.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $843 | $1,588-46.9% | $2,682-68.6% | $2,471-65.9% |
| Participant deferral / active EE | $3,324 | $2,693+23.4% | $3,738-11.1% | $3,741-11.1% |
| Admin fee / account holder | $105 | $4,185-97.5% | $6,465-98.4% | $5,306-98.0% |