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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,329 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT SERVICES LLC Service code 27 400 FIRST ST SOUTH STE 1200 · ST CLOUD, MN 56301 | Advisory (Plan) | $22,076 |
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 | $10,315 | $29,546-65.1% | $56,441-81.7% | $77,671-86.7% |
| Participation rate | 77.5% | 32.7%+44.8pp | 52.5%+25.0pp | 70.6%+6.9pp |
| Annual return | 27.95% | 19.01%+8.9pp | 1704.21%-1676.3pp | 31.21%-3.3pp |
| Employer contribution / active EE | $1,545 | $568+172.0% | $1,039+48.7% | $2,726-43.3% |
| Participant deferral / active EE | $1,951 | $1,061+84.0% | $1,953-0.1% | $4,648-58.0% |
| Admin fee / account holder | $115 | $1,046-89.0% | $2,829-95.9% | $430-73.2% |