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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $10,000 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $4,425 |
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 | $24,903 | $27,800-10.4% | $58,507-57.4% | $71,529-65.2% |
| Participation rate | 77.0% | 34.6%+42.4pp | 50.9%+26.1pp | 67.9%+9.1pp |
| Annual return | 13.97% | 26.80%-12.8pp | 4252.32%-4238.3pp | 28.97%-15.0pp |
| Employer contribution / active EE | $2,359 | $632+273.5% | $1,053+124.0% | $2,590-8.9% |
| Participant deferral / active EE | $621 | $1,208-48.6% | $1,922-67.7% | $4,291-85.5% |
| Admin fee / account holder | $141 | $1,637-91.4% | $2,486-94.3% | $1,588-91.1% |