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| Provider | Service type | Compensation |
|---|---|---|
CRANE, SIMON, CLAR & DAN1 year Filed as: CRANE ADVISORY LLC DBA CRANE & ASSO Service code 27 801 E CHAPMAN AVE STE 104 · FULLERTON, CA 92831 | Advisory (Plan) | $110,873 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $56,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,360 | $47,180+649.0% | $149,723+136.0% | $74,473+374.5% |
| Participation rate | 81.9% | 63.4%+18.5pp | 78.8%+3.1pp | 70.7%+11.2pp |
| Annual return | 19.50% | 22.75%-3.2pp | 134.50%-115.0pp | 34.36%-14.9pp |
| Employer contribution / active EE | $10,021 | $1,907+425.5% | $4,821+107.8% | $2,638+279.8% |
| Participant deferral / active EE | $19,345 | $2,730+608.5% | $5,682+240.4% | $4,530+327.0% |
| Admin fee / account holder | $427 | $343+24.5% | $13,215-96.8% | $347+23.0% |