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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $42,481 |
TRINITY PENSION GROUP, LLC8 years Filed as: TRINITY PENSION GROUP LLC Service code 13 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $27,836 |
CHARLES W. SNADER, P.C.11+ years Filed as: CHARLES W SNADER PC Service code 99 · EIN 54-1873714 237 HANBURY RD STE 17 BOX 615 · CHESAPEAKE, VA 23322 | Other Fees | $15,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,905 | $51,878+42.5% | $68,368+8.1% | $79,634-7.2% |
| Participation rate | 97.5% | 53.7%+43.8pp | 73.8%+23.7pp | 62.5%+35.0pp |
| Annual return | 21.42% | 137.43%-116.0pp | 292.57%-271.2pp | 36.46%-15.0pp |
| Employer contribution / active EE | $5,472 | $1,931+183.4% | $2,649+106.6% | $2,529+116.4% |
| Participant deferral / active EE | $7,026 | $2,577+172.6% | $4,123+70.4% | $3,835+83.2% |
| Admin fee / account holder | $175 | $942-81.4% | $5,150-96.6% | $1,002-82.5% |