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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $11,162 |
V WEALTH MANAGEMENT LLC2 years Filed as: V. WEALTH MANAGEMENT LLC Service code 27 · EIN 26-4711671 6800 COLLEGE BLVD. STE. 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,536 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 13 · EIN 37-0899315 456 FULTON ST. STE 345 · PEORIA, IL 61602 | Contract Administrator | $1,131 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,986 | $52,953-77.4% | $172,739-93.1% | $65,185-81.6% |
| Participation rate | 87.1% | 66.2%+20.9pp | 82.6%+4.4pp | 70.2%+16.9pp |
| Annual return | 20.92% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $854 | $2,190-61.0% | $5,143-83.4% | $2,177-60.7% |
| Participant deferral / active EE | $450 | $2,471-81.8% | $5,198-91.3% | $3,514-87.2% |
| Admin fee / account holder | $143 | $472-69.7% | $13,954-99.0% | $847-83.1% |