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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $28,038 |
EDBERG & PERRY INC5 years Filed as: EDBERG PERRY LLC Service code 13 · EIN 83-2658560 | Contract Administrator | $12,859 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 | Recordkeeping Fees | $2,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,844 | $80,763-63.0% | $102,412-70.9% | $74,459-59.9% |
| Participation rate | 82.3% | 65.7%+16.6pp | 74.5%+7.8pp | 67.2%+15.1pp |
| Annual return | 12.87% | 27.57%-14.7pp | 24.94%-12.1pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $684 | $3,160-78.4% | $3,870-82.3% | $2,626-74.0% |
| Participant deferral / active EE | $1,922 | $3,862-50.2% | $5,060-62.0% | $4,350-55.8% |
| Admin fee / account holder | $207 | $2,371-91.3% | $8,388-97.5% | $1,945-89.4% |