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| Provider | Service type | Compensation |
|---|---|---|
TURNBULL, HOOVER, & KAHL, P.A.10+ years Filed as: TURNBULL, HOOVER & KAHL, PA. Service code 10 217 GLENN STREET, SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $12,265 |
SETAWAY LLC4 years Filed as: SETAWAY, LLC Service code 16 ONE BEDFORD FARMS DRIVE · BEDFORD, NH 03110 | Consulting | $8,150 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,595 | $55,437-39.4% | $155,534-78.4% | $74,459-54.9% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 13.13% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,539 | $2,837-45.8% | $5,630-72.7% | $4,350-64.6% |
| Admin fee / account holder | $84 | $1,742-95.2% | $15,900-99.5% | $1,945-95.7% |