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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PLAN DESIGN, LLC3 years Service code 13 · EIN 20-3970947 P.O. BOX 64130 · TUCSON, AZ 857284130 | Contract Administrator | $41,166 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $28,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $3,153 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,254 | $101,591+101.1% | $147,096+38.9% | $74,429+174.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.92% | 8746.45%-8722.5pp | 419.75%-395.8pp | 1368.38%-1344.5pp |
| Employer contribution / active EE | $7,433 | $3,813+95.0% | $4,936+50.6% | $2,625+183.2% |
| Participant deferral / active EE | $8,209 | $7,302+12.4% | $8,071+1.7% | $4,348+88.8% |
| Admin fee / account holder | $249 | $1,750-85.8% | $13,005-98.1% | $1,944-87.2% |