Filed November 12, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TAX FAVORED BENEFITS, INC.3+ years Service code 15 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Recordkeeping | $5,970 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANG CO, INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,048 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,280 | $75,284+1.3% | $91,001-16.2% | $69,631+9.5% |
| Participation rate | 79.6% | 80.4%-0.8pp | 75.6%+4.0pp | 70.7%+8.9pp |
| Annual return | 17.86% | 48.40%-30.5pp | 4.60%+13.3pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $971 | $2,473-60.7% | $2,456-60.4% | $2,032-52.2% |
| Participant deferral / active EE | $2,994 | $3,700-19.1% | $3,547-15.6% | $3,224-7.1% |
| Admin fee / account holder | $29 | $111-73.4% | $5,417-99.5% | $110-73.4% |