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| Provider | Service type | Compensation |
|---|---|---|
BEASLEY & COMPANY7 years Service code 13 · EIN 73-1412334 2626 E 21ST ST STE 1 · TULSA, OK 741141719 | Contract Administrator | $6,485 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,575 | $62,715-52.8% | $104,299-71.6% | $66,949-55.8% |
| Participation rate | 50.7% | 59.6%-8.9pp | 73.3%-22.6pp | 69.8%-19.2pp |
| Annual return | -17.06% | -14.70%-2.4pp | 24.62%-41.7pp | 1.57%-18.6pp |
| Employer contribution / active EE | $949 | $1,976-52.0% | $3,373-71.9% | $2,545-62.7% |
| Participant deferral / active EE | $1,358 | $2,852-52.4% | $4,626-70.6% | $4,239-68.0% |
| Admin fee / account holder | $52 | $657-92.1% | $7,339-99.3% | $594-91.2% |