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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $29,961 |
EDBERG & PERRY INC6 years Filed as: EDBERG PERRY LLC Service code 13 · EIN 83-2658560 | Contract Administrator | $5,017 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 | Recordkeeping Fees | $825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,647 | $83,369-64.4% | $105,223-71.8% | $67,986-56.4% |
| Participation rate | 85.6% | 56.3%+29.3pp | 75.0%+10.5pp | 57.2%+28.4pp |
| Annual return | 16.40% | 24.64%-8.2pp | 180.65%-164.2pp | 31.67%-15.3pp |
| Employer contribution / active EE | $770 | $2,541-69.7% | $3,689-79.1% | $2,019-61.8% |
| Participant deferral / active EE | $1,969 | $3,295-40.2% | $5,072-61.2% | $3,358-41.3% |
| Admin fee / account holder | $150 | $4,073-96.3% | $8,859-98.3% | $3,203-95.3% |