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| Provider | Service type | Compensation |
|---|---|---|
BEASLEY & COMPANY6 years Service code 13 · EIN 73-1412334 2626 E 21ST ST STE 1 · TULSA, OK 741141719 | Contract Administrator | $5,249 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 64 · EIN 95-1411037 COMPANY, INC · LOS ANGELES, CA 90071 | Recordkeeping Fees | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,737 | $65,862-45.7% | $124,693-71.3% | $79,391-55.0% |
| Participation rate | 57.1% | 62.2%-5.1pp | 74.6%-17.5pp | 70.7%-13.6pp |
| Annual return | 13.26% | 19.02%-5.8pp | 5144.19%-5130.9pp | 116.88%-103.6pp |
| Employer contribution / active EE | $1,133 | $1,883-39.8% | $3,324-65.9% | $2,428-53.3% |
| Participant deferral / active EE | $1,562 | $2,772-43.7% | $4,615-66.2% | $4,046-61.4% |
| Admin fee / account holder | $69 | $673-89.7% | $7,494-99.1% | $627-88.9% |