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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES6+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $97,571 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $3,421 |
ACTUARIAL BENEFITS CORP6+ years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,951 | $52,293+238.4% | $178,503-0.9% | $73,412+141.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.43% | 34.75%-15.3pp | 151.12%-131.7pp | 59.30%-39.9pp |
| Employer contribution / active EE | $6,455 | $1,736+271.8% | $5,011+28.8% | $2,234+189.0% |
| Participant deferral / active EE | $5,180 | $2,333+122.0% | $5,202-0.4% | $3,806+36.1% |
| Admin fee / account holder | $210 | $127+64.6% | $13,987-98.5% | $158+32.7% |