Filed June 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $25,252 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 265 FRANKLIN ST STE 401 · BOSTON, MA 02110 | Advisory (Plan) | $21,707 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,097 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,872 | $58,258-60.7% | $81,820-72.0% | $80,925-71.7% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.4%+15.6pp | 67.7%+20.3pp |
| Annual return | 12.91% | 41.76%-28.9pp | 777.93%-765.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $252 | $2,345-89.3% | $2,915-91.4% | $2,756-90.9% |
| Participant deferral / active EE | $10,144 | $3,284+208.9% | $4,323+134.7% | $4,299+136.0% |
| Admin fee / account holder | $219 | $4,976-95.6% | $7,391-97.0% | $6,940-96.8% |