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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES3+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $87,016 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $3,285 |
ACTUARIAL BENEFITS CORP3+ years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $2,200 |
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 | $141,586 | $46,173+206.6% | $170,435-16.9% | $69,631+103.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 20.16% | 21.62%-1.5pp | 205.94%-185.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $6,483 | $1,610+302.7% | $5,432+19.3% | $2,032+219.0% |
| Participant deferral / active EE | $5,260 | $2,080+152.8% | $4,939+6.5% | $3,224+63.2% |
| Admin fee / account holder | $234 | $116+101.7% | $13,881-98.3% | $110+111.8% |