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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,731 |
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS INC Service code 27 · EIN 23-1691523 | Advisory (Plan) | $8,752 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,250 | $77,523-5.5% | $100,383-27.0% | $80,874-9.4% |
| Participation rate | 94.5% | 77.0%+17.6pp | 81.5%+13.0pp | 67.6%+26.9pp |
| Annual return | 16.62% | 37.21%-20.6pp | 49.26%-32.6pp | 35.62%-19.0pp |
| Employer contribution / active EE | $24 | $2,801-99.1% | $3,944-99.4% | $2,756-99.1% |
| Participant deferral / active EE | $17,636 | $6,822+158.5% | $8,086+118.1% | $4,297+310.4% |
| Admin fee / account holder | $208 | $5,899-96.5% | $7,900-97.4% | $6,935-97.0% |