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| Provider | Service type | Compensation |
|---|---|---|
S. HEMBREE5 years Filed as: HEMBREE TPA, INC. Service code 13 13660 N. 94TH DRIVE · PEORIA, AZ 85381 | Contract Administrator | $6,505 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $1,150 |
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 | $66,790 | $101,653-34.3% | $147,080-54.6% | $74,459-10.3% |
| Participation rate | 94.4% | 75.6%+18.9pp | 82.2%+12.3pp | 67.2%+27.2pp |
| Annual return | 17.50% | 8754.98%-8737.5pp | 420.17%-402.7pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $2,912 | $3,813-23.6% | $4,933-41.0% | $2,626+10.9% |
| Participant deferral / active EE | $6,697 | $7,304-8.3% | $8,066-17.0% | $4,350+54.0% |
| Admin fee / account holder | -$0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |