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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 37 · EIN 95-6817943 | Loan Processing | $4,987 |
TG BENEFITS, INC.1 year Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $1,037 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 71 · EIN 41-0746749 | Brokerage Fees | $0 |
Filed as: COORDINATED CAPITAL SECURITIES Service code 55 704 RIVER PL · MADISON, WI 53716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,239 | $36,916-34.3% | $156,551-84.5% | $57,658-58.0% |
| Participation rate | 29.8% | 63.4%-33.6pp | 84.0%-54.2pp | 70.2%-40.4pp |
| Annual return | 12.42% | 12.38%0pp | 32.23%-19.8pp | 5.13%+7.3pp |
| Employer contribution / active EE | $296 | $1,571-81.1% | $5,501-94.6% | $1,974-85.0% |
| Participant deferral / active EE | $808 | $1,926-58.0% | $4,871-83.4% | $3,061-73.6% |
| Admin fee / account holder | $27 | $82-66.8% | $13,028-99.8% | $95-71.0% |