Filed February 12, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BBM FINANCIAL SERVICES, INC2 years Service code 13 | Contract Administrator | $3,350 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RTMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,350 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,444 | $47,456-63.2% | $172,752-89.9% | $77,775-77.6% |
| Participation rate | 90.0% | 66.3%+23.7pp | 82.6%+7.4pp | 73.2%+16.8pp |
| Annual return | 19.91% | 35.57%-15.7pp | 802.97%-783.1pp | 32.58%-12.7pp |
| Employer contribution / active EE | $1,544 | $1,574-1.9% | $5,144-70.0% | $2,504-38.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $2 | $81-97.0% | $13,955-100.0% | $100-97.6% |