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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) | $55,842 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,394 | $116,412+103.9% | $156,181+52.0% | - |
| Participation rate | 98.0% | 77.9%+20.0pp | 78.8%+19.2pp | - |
| Annual return | 15.15% | 16.48%-1.3pp | 64.87%-49.7pp | - |
| Employer contribution / active EE | $8,143 | $2,587+214.8% | $4,294+89.6% | - |
| Participant deferral / active EE | $10,135 | $4,514+124.5% | $6,132+65.3% | - |
| Admin fee / account holder | $478 | $18,889-97.5% | $14,586-96.7% | - |