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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 | $80,332-63.1% | $107,187-72.3% | $64,097-53.7% |
| Participation rate | 85.6% | 54.4%+31.2pp | 75.0%+10.6pp | 55.2%+30.4pp |
| Annual return | 16.40% | 24.26%-7.9pp | 204.55%-188.1pp | 34.64%-18.2pp |
| Employer contribution / active EE | $770 | $2,501-69.2% | $3,782-79.6% | $1,891-59.3% |
| Participant deferral / active EE | $1,969 | $3,109-36.7% | $5,096-61.4% | $3,080-36.1% |
| Admin fee / account holder | $150 | $4,314-96.5% | $9,162-98.4% | $3,454-95.7% |