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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 | $30,423-25.2% | $56,025-59.4% | $74,478-69.5% |
| Participation rate | 67.0% | 32.9%+34.1pp | 52.5%+14.5pp | 67.2%-0.2pp |
| Annual return | 12.09% | 24.97%-12.9pp | 1712.69%-1700.6pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $479 | $1,176-59.3% | $1,955-75.5% | $4,350-89.0% |
| Admin fee / account holder | $78 | $2,363-96.7% | $2,828-97.2% | $1,946-96.0% |