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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $1,125 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
BSP CONSULTING1 year Filed as: BSP RETIREMENT SERVICES Service code 13 3937 TAMPA RD STE 4 · OLDSMAR, FL 34677 | Contract Administrator | $250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,626 | $64,501-10.7% | $108,753-47.0% | $65,306-11.8% |
| Participation rate | 87.4% | 50.8%+36.6pp | 71.1%+16.3pp | 57.7%+29.7pp |
| Annual return | 23.03% | 21.09%+1.9pp | 37.47%-14.4pp | 21.94%+1.1pp |
| Employer contribution / active EE | $1,869 | $1,069+74.8% | $2,427-23.0% | $1,967-5.0% |
| Participant deferral / active EE | $2,996 | $2,401+24.8% | $4,115-27.2% | $2,959+1.2% |
| Admin fee / account holder | -$21 | $4,971-100.4% | $10,320-100.2% | $3,480-100.6% |