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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL MANAGEMENT ASSOCIATES INC Service code 27 7900 XERXES AVE S STE 500 · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $51,637 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,650 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,520 | $101,795+107.8% | $165,100+28.1% | $80,959+161.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.92% | 16.73%-4.8pp | 70.21%-58.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $13,592 | $2,954+360.2% | $4,348+212.6% | $2,757+393.0% |
| Participant deferral / active EE | $10,720 | $4,476+139.5% | $6,035+77.6% | $4,300+149.3% |
| Admin fee / account holder | $57 | $8,221-99.3% | $12,696-99.6% | $6,925-99.2% |