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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES2+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $80,389 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $2,950 |
ACTUARIAL BENEFITS CORP2+ years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $2,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,993 | $36,916+244.0% | $156,551-18.9% | $57,658+120.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.62% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $6,204 | $1,571+295.0% | $5,501+12.8% | $1,974+214.3% |
| Participant deferral / active EE | $4,979 | $1,926+158.5% | $4,871+2.2% | $3,061+62.7% |
| Admin fee / account holder | $238 | $82+188.8% | $13,028-98.2% | $95+152.0% |