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| Provider | Service type | Compensation |
|---|---|---|
ANTHONY & TABB PA1 year Filed as: ANTHONY & TABB, PA Service code 10 · EIN 56-1717557 | Accounting | $7,200 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,719 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,142 | $51,466-29.8% | $78,778-54.1% | $62,293-42.0% |
| Participation rate | 73.3% | 59.8%+13.5pp | 69.2%+4.1pp | 69.5%+3.8pp |
| Annual return | 17.07% | 19.96%-2.9pp | 35.62%-18.6pp | 28.90%-11.8pp |
| Employer contribution / active EE | $751 | $827-9.2% | $1,986-62.2% | $2,042-63.2% |
| Participant deferral / active EE | $2,597 | $2,147+20.9% | $2,958-12.2% | $3,169-18.1% |
| Admin fee / account holder | $47 | $489-90.4% | $5,134-99.1% | $479-90.2% |