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| Provider | Service type | Compensation |
|---|---|---|
THE ADVISORY GROUP8+ years Service code 27 20955 PATHFINDER RD., STE 110 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $28,839 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,688 |
Service code 13 PO BOX 64130 · TUCSON, AZ 85728 | Contract Administrator | $1,575 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,831 | $50,199+116.8% | $69,890+55.7% | $66,949+62.6% |
| Participation rate | 96.8% | 66.3%+30.4pp | 70.5%+26.3pp | 69.8%+27.0pp |
| Annual return | -15.06% | -13.85%-1.2pp | 190.84%-205.9pp | 1.57%-16.6pp |
| Employer contribution / active EE | $8,288 | $1,864+344.6% | $2,560+223.7% | $2,545+225.6% |
| Participant deferral / active EE | $6,554 | $3,112+110.6% | $3,848+70.3% | $4,239+54.6% |
| Admin fee / account holder | $204 | $600-66.0% | $6,267-96.8% | $594-65.7% |