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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $27,107 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,240 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY LLC Service code 99 PO BOX 1800 · DENVER, CO 80202 | Other Fees | $3,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,626 | $73,638+19.0% | $95,964-8.7% | $73,497+19.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 18.21% | 16.78%+1.4pp | 91.64%-73.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $3,310 | $1,863+77.6% | $2,541+30.2% | $2,270+45.8% |
| Participant deferral / active EE | $5,930 | $3,617+63.9% | $4,167+42.3% | $3,740+58.6% |
| Admin fee / account holder | $273 | $482-43.3% | $6,797-96.0% | $513-46.8% |