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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ALLEN CAPITAL GROUP Service code 26 · EIN 20-3230944 | Advisory (Participants) | $43,249 |
UNION BANK & TRUST COMPANY10+ years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Trustee (directed... | $23,949 |
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 | $74,523 | $64,728+15.1% | $114,563-35.0% | $64,728+15.1% |
| Participation rate | 98.2% | 57.9%+40.3pp | 72.9%+25.3pp | 57.9%+40.3pp |
| Annual return | 14.58% | 49.38%-34.8pp | 241.09%-226.5pp | 49.38%-34.8pp |
| Employer contribution / active EE | $1,260 | $2,243-43.8% | $2,592-51.4% | $2,243-43.8% |
| Participant deferral / active EE | $4,627 | $2,729+69.5% | $4,142+11.7% | $2,729+69.5% |
| Admin fee / account holder | $232 | $1,145-79.8% | $7,623-97.0% | $1,145-79.8% |