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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,075 |
Service code 17 465 JACK KRAMER DRIVE - STE 2 · MEMPHIS, TN 38117 | Pension Consulting | $1,543 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $1,543 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $435 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,753 | $54,370-37.9% | $82,763-59.2% | $68,490-50.7% |
| Participation rate | 71.2% | 63.9%+7.3pp | 72.6%-1.3pp | 67.9%+3.3pp |
| Annual return | -19.64% | -13.67%-6.0pp | 702.45%-722.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,769 | $2,219-20.3% | $3,008-41.2% | $2,597-31.9% |
| Participant deferral / active EE | $2,108 | $3,247-35.1% | $4,395-52.0% | $4,028-47.7% |
| Admin fee / account holder | $96 | $4,398-97.8% | $5,325-98.2% | $5,403-98.2% |