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| Provider | Service type | Compensation |
|---|---|---|
THE ADVISORY GROUP6+ years Service code 27 20955 PATHFINDER RD., SUITE 110 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $25,444 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,938 |
Service code 13 · EIN 95-3949084 880 APOLLO ST., SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $1,250 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,260 | $54,590+140.4% | $81,726+60.6% | $73,497+78.6% |
| Participation rate | 96.7% | 68.3%+28.4pp | 72.0%+24.7pp | 70.7%+26.1pp |
| Annual return | 16.99% | 17.74%-0.7pp | 29.49%-12.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $5,566 | $1,636+240.3% | $4,311+29.1% | $2,270+145.2% |
| Participant deferral / active EE | $6,657 | $2,759+141.3% | $7,108-6.3% | $3,740+78.0% |
| Admin fee / account holder | $188 | $592-68.2% | $5,160-96.3% | $513-63.3% |