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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES5+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $101,212 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $4,507 |
ACTUARIAL BENEFITS CORP5+ 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 | $157,133 | $62,928+149.7% | $172,753-9.0% | $67,582+132.5% |
| Participation rate | 99.4% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.1pp |
| Annual return | 21.81% | 30.36%-8.5pp | 803.00%-781.2pp | 378.57%-356.8pp |
| Employer contribution / active EE | $6,132 | $1,636+274.8% | $5,144+19.2% | $2,148+185.5% |
| Participant deferral / active EE | $5,179 | $2,145+141.4% | $5,198-0.4% | $3,539+46.3% |
| Admin fee / account holder | $236 | $167+41.7% | $13,956-98.3% | $142+65.9% |