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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP4 years Service code 99 · EIN 45-0250958 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $16,590 |
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $5,730 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,690 | $122,063+24.3% | $184,256-17.7% | $74,478+103.7% |
| Participation rate | 92.7% | 85.5%+7.2pp | 86.8%+5.8pp | 67.2%+25.4pp |
| Annual return | 17.46% | 19.92%-2.5pp | 28.85%-11.4pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $3,623 | $4,539-20.2% | $6,427-43.6% | $2,626+37.9% |
| Participant deferral / active EE | $6,417 | $7,144-10.2% | $9,133-29.7% | $4,350+47.5% |
| Admin fee / account holder | $286 | $1,253-77.1% | $13,899-97.9% | $1,946-85.3% |