Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RET PLAN SERICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $0 |
HANTZMON WIEBEL LLP7+ years Service code 10 701 E WATER STREET, SUITE 300 · CHARLOTTESVILLE, VA 22902 | Accounting | $0 |
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 | $128,731 | $77,677+65.7% | $109,173+17.9% | $79,391+62.1% |
| Participation rate | 64.8% | 67.8%-3.0pp | 75.9%-11.1pp | 70.7%-5.9pp |
| Annual return | 17.02% | 23.44%-6.4pp | 25.75%-8.7pp | 116.88%-99.9pp |
| Employer contribution / active EE | $2,152 | $2,798-23.1% | $3,723-42.2% | $2,428-11.4% |
| Participant deferral / active EE | $3,335 | $3,517-5.2% | $4,654-28.3% | $4,046-17.6% |
| Admin fee / account holder | $3 | $732-99.6% | $6,755-100.0% | $627-99.6% |