Filed January 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BURLEIGH CONSULTING GROUP1+ years Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $10,325 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,525 |
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 | $27,182 | $38,925-30.2% | $73,836-63.2% | $55,191-50.7% |
| Participation rate | 70.4% | 66.0%+4.4pp | 73.4%-3.0pp | 69.2%+1.3pp |
| Annual return | 1.45% | 6.31%-4.9pp | 2268.06%-2266.6pp | 10.78%-9.3pp |
| Employer contribution / active EE | $957 | $1,695-43.6% | $2,787-65.7% | $1,899-49.6% |
| Participant deferral / active EE | $2,184 | $2,351-7.1% | $3,583-39.0% | $3,046-28.3% |
| Admin fee / account holder | $42 | $83-48.9% | $4,882-99.1% | $91-53.4% |