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| Provider | Service type | Compensation |
|---|---|---|
SUNBURST PENSION SERVICES3 years Service code 13 · EIN 90-0288844 2919 E. MENLO ST. · MESA, AZ 85213 | Contract Administrator | $150 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $75 |
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 | $55,787 | $49,471+12.8% | $79,583-29.9% | $66,949-16.7% |
| Participation rate | 33.3% | 61.4%-28.0pp | 69.5%-36.2pp | 69.8%-36.5pp |
| Annual return | -15.45% | 84.30%-99.7pp | 0.16%-15.6pp | 1.57%-17.0pp |
| Employer contribution / active EE | $958 | $1,266-24.3% | $2,414-60.3% | $2,545-62.4% |
| Participant deferral / active EE | $1,987 | $3,160-37.1% | $3,986-50.1% | $4,239-53.1% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |