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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL GRP RETIREMENT PLAN SRVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $15,513 |
Filed as: WEALTH ENHANCEMENT ADV SRVCS Service code 27 · EIN 41-2016508 505 NORTH HIGHWAY 169 · PLYMOUTH, MN 55441 | Advisory (Plan) | $8,000 |
Filed as: TIGER'S EYE BENEFITS CONSULTING Service code 13 · EIN 52-1875589 147 WEST WASHINGTON STREET · HAGERSTOWN, MD 21740 | Contract Administrator | $3,843 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,327 | $101,499-38.6% | $147,005-57.6% | $74,546-16.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.98% | 8732.34%-8718.4pp | 418.76%-404.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $4,848 | $3,811+27.2% | $4,934-1.7% | $2,624+84.7% |
| Participant deferral / active EE | $6,288 | $7,304-13.9% | $8,070-22.1% | $4,347+44.6% |
| Admin fee / account holder | $152 | $1,748-91.3% | $13,006-98.8% | $1,944-92.2% |