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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $24,000 |
Service code 13 · EIN 20-3970947 P.O. BOX 64130 · TUCSON, AZ 857284130 | Contract Administrator | $18,383 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,457 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,491 | $84,499+56.8% | $125,391+5.7% | $66,949+97.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.79% | -8.49%-7.3pp | 572.41%-588.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $7,159 | $3,554+101.5% | $4,816+48.7% | $2,545+181.3% |
| Participant deferral / active EE | $8,227 | $6,785+21.3% | $7,448+10.5% | $4,239+94.1% |
| Admin fee / account holder | $156 | $685-77.2% | $10,009-98.4% | $594-73.6% |