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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 | $29,525-65.1% | $56,033-81.6% | $77,736-86.7% |
| Participation rate | 77.5% | 32.7%+44.9pp | 52.5%+25.0pp | 70.6%+6.9pp |
| Annual return | 27.95% | 18.90%+9.1pp | 1711.38%-1683.4pp | 31.26%-3.3pp |
| Employer contribution / active EE | $1,545 | $569+171.4% | $1,041+48.5% | $2,728-43.3% |
| Participant deferral / active EE | $1,951 | $1,062+83.8% | $1,954-0.1% | $4,651-58.0% |
| Admin fee / account holder | $115 | $1,040-88.9% | $2,827-95.9% | $433-73.4% |