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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 13 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Contract Administrator | $8,825 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN, LLP Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $8,816 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $625 |
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 | $27,368 | $69,774-60.8% | $67,561-59.5% | $74,429-63.2% |
| Participation rate | 97.6% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.4pp |
| Annual return | 18.19% | -40.53%+58.7pp | 3525.44%-3507.2pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $2,582 | $2,710-4.7% | $2,735-5.6% | $2,625-1.6% |
| Participant deferral / active EE | $2,954 | $3,636-18.8% | $4,003-26.2% | $4,348-32.1% |
| Admin fee / account holder | $128 | $890-85.6% | $4,006-96.8% | $1,944-93.4% |