Filed February 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $13,684 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,990 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,179 | $98,982-49.3% | $162,163-69.1% | $65,185-23.0% |
| Participation rate | 74.3% | 85.8%-11.5pp | 87.6%-13.2pp | 70.2%+4.1pp |
| Annual return | 22.02% | 24.84%-2.8pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,670 | $3,467-51.8% | $5,614-70.2% | $2,177-23.3% |
| Participant deferral / active EE | $2,306 | $5,384-57.2% | $7,298-68.4% | $3,514-34.4% |
| Admin fee / account holder | $158 | $596-73.5% | $10,843-98.5% | $847-81.3% |