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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP5 years Service code 99 · EIN 45-0250958 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $15,225 |
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $3,457 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,741 | $128,603+39.8% | $197,124-8.8% | $67,986+164.4% |
| Participation rate | 96.3% | 81.7%+14.7pp | 86.7%+9.6pp | 57.2%+39.1pp |
| Annual return | 19.35% | 23.77%-4.4pp | 44.34%-25.0pp | 31.67%-12.3pp |
| Employer contribution / active EE | $3,914 | $4,379-10.6% | $6,227-37.1% | $2,019+93.9% |
| Participant deferral / active EE | $7,331 | $6,840+7.2% | $9,135-19.7% | $3,358+118.3% |
| Admin fee / account holder | $144 | $3,035-95.2% | $16,298-99.1% | $3,203-95.5% |