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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP4 years Filed as: CHERRY BEKART, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $13,784 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 82-4555287 | Contract Administrator | $875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,572 | $63,768+37.3% | $98,506-11.1% | $79,389+10.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.91% | 626.18%-610.3pp | 1494.92%-1479.0pp | 116.89%-101.0pp |
| Employer contribution / active EE | $6,359 | $2,558+148.6% | $2,961+114.7% | $2,428+161.9% |
| Participant deferral / active EE | $5,707 | $3,305+72.7% | $4,277+33.4% | $4,046+41.1% |
| Admin fee / account holder | $65 | $516-87.5% | $5,955-98.9% | $626-89.7% |