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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PLAN DESIGN, LLC2 years Service code 13 · EIN 20-3970947 P.O. BOX 64130 · TUCSON, AZ 857284130 | Contract Administrator | $3,907 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,745 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,555 | $91,439+66.8% | $135,974+12.2% | $71,511+113.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.51% | 29.90%-9.4pp | 68.30%-47.8pp | 28.86%-8.3pp |
| Employer contribution / active EE | $6,988 | $3,705+88.6% | $4,859+43.8% | $2,589+169.9% |
| Participant deferral / active EE | $8,061 | $7,093+13.7% | $7,760+3.9% | $4,291+87.9% |
| Admin fee / account holder | $19 | $1,267-98.5% | $10,767-99.8% | $1,588-98.8% |