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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $31,608 |
RUBINBROWN LLP4 years Service code 10 · EIN 43-0765316 | Accounting | $12,040 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,586 |
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 | $118,622 | $86,341+37.4% | $125,195-5.3% | $65,186+82.0% |
| Participation rate | 96.9% | 75.3%+21.6pp | 79.8%+17.2pp | 70.2%+26.7pp |
| Annual return | 22.29% | 27.44%-5.2pp | 43.79%-21.5pp | 29.39%-7.1pp |
| Employer contribution / active EE | $3,046 | $2,040+49.3% | $3,866-21.2% | $2,177+39.9% |
| Participant deferral / active EE | $6,577 | $3,538+85.9% | $4,937+33.2% | $3,514+87.2% |
| Admin fee / account holder | $131 | $609-78.5% | $9,704-98.7% | $847-84.6% |