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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP6 years Filed as: CHERRY BEKART, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $13,690 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 82-4555287 | Contract Administrator | $1,325 |
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 | $64,187 | $58,312+10.1% | $86,656-25.9% | $71,529-10.3% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | 19.77% | 24.08%-4.3pp | 593.09%-573.3pp | 28.97%-9.2pp |
| Employer contribution / active EE | $7,123 | $2,576+176.5% | $3,025+135.4% | $2,590+175.1% |
| Participant deferral / active EE | $6,196 | $3,439+80.1% | $4,439+39.6% | $4,291+44.4% |
| Admin fee / account holder | $51 | $1,057-95.2% | $5,619-99.1% | $1,588-96.8% |