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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP5 years Filed as: CHERRY BEKART, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $16,326 |
CHARLES W. SNADER, P.C.1 year Service code 10 · EIN 54-1873714 | Accounting | $5,450 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 82-4555287 | Contract Administrator | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,835 | $51,223+18.8% | $82,763-26.5% | $66,949-9.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -19.21% | -9.85%-9.4pp | 702.45%-721.7pp | 1.57%-20.8pp |
| Employer contribution / active EE | $6,740 | $2,611+158.2% | $3,008+124.1% | $2,545+164.8% |
| Participant deferral / active EE | $5,852 | $3,460+69.1% | $4,395+33.2% | $4,239+38.1% |
| Admin fee / account holder | $82 | $415-80.4% | $5,325-98.5% | $594-86.3% |