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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP2 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $17,741 |
AMERICAN FUNDS8 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $898 |
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 | $22,743 | $34,932-34.9% | $56,441-59.7% | $74,546-69.5% |
| Participation rate | 67.0% | 32.9%+34.1pp | 52.5%+14.5pp | 67.2%-0.2pp |
| Annual return | 12.09% | 24.90%-12.8pp | 1704.21%-1692.1pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $479 | $1,173-59.2% | $1,953-75.5% | $4,347-89.0% |
| Admin fee / account holder | $78 | $2,359-96.7% | $2,829-97.2% | $1,944-96.0% |