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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1 year Service code 99 · EIN 45-0250958 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $12,500 |
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $5,790 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $192 |
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 | $132,792 | $137,414-3.4% | $189,537-29.9% | $85,847+54.7% |
| Participation rate | 92.6% | 84.6%+7.9pp | 87.8%+4.7pp | 69.3%+23.2pp |
| Annual return | 17.63% | 38.14%-20.5pp | 555.34%-537.7pp | 318.61%-301.0pp |
| Employer contribution / active EE | $3,164 | $4,344-27.2% | $6,161-48.6% | $2,565+23.3% |
| Participant deferral / active EE | $5,757 | $6,260-8.0% | $8,220-30.0% | $3,952+45.7% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,048-100.0% | $6,261-99.9% |