Filed January 5, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUPERIORUSA CORPORATION1+ years Service code 13 525 LAKE AVE S · DULUTH, MN 55802 | Contract Administrator | $3,701 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,735 | $136,307-37.8% | $177,821-52.3% | $73,488+15.3% |
| Participation rate | 93.8% | 86.1%+7.6pp | 87.7%+6.0pp | 70.7%+23.1pp |
| Annual return | 22.01% | 18.68%+3.3pp | 48.32%-26.3pp | 28.51%-6.5pp |
| Employer contribution / active EE | $2,356 | $3,712-36.5% | $5,918-60.2% | $2,270+3.8% |
| Participant deferral / active EE | $4,384 | $5,829-24.8% | $7,714-43.2% | $3,740+17.2% |
| Admin fee / account holder | $25 | $596-95.8% | $12,427-99.8% | $513-95.1% |