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| Provider | Service type | Compensation |
|---|---|---|
LEE CPA AUDIT GROUP1 year Filed as: LEE AUTOMATIVE MANAGEMENT, INC. Service code 99 4170 RALEIGH ROAD PARKWAY W · WILSON, NC 27896 | Other Fees | $10,750 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,639 | $54,213+15.5% | $93,696-33.1% | $77,736-19.4% |
| Participation rate | 72.3% | 64.0%+8.3pp | 68.7%+3.6pp | 70.6%+1.7pp |
| Annual return | 15.07% | 30.55%-15.5pp | 133.74%-118.7pp | 31.26%-16.2pp |
| Employer contribution / active EE | $1,143 | $1,168-2.2% | $2,422-52.8% | $2,728-58.1% |
| Participant deferral / active EE | $3,905 | $3,145+24.2% | $4,417-11.6% | $4,651-16.0% |
| Admin fee / account holder | $69 | $575-88.1% | $8,287-99.2% | $433-84.2% |