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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & CONSULTING LLC Service code 28 · EIN 95-4660745 15 S. RAYMOND AVE. SUITE 200 · PASADENA, CA 91105 | Investment Management | $82,529 |
TRUCKER HUSS1+ years Service code 17 · EIN 94-3216063 | Pension Consulting | $9,240 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 300 SOUTH GRAND , SUITE 2000 · LOS ANGELES, CA 90071 | Actuarial | $1,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,268 |
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 | $110,982 | $57,096+94.4% | $94,229+17.8% | $55,191+101.1% |
| Participation rate | 87.2% | 75.7%+11.5pp | 78.8%+8.4pp | 69.2%+18.1pp |
| Annual return | 1.48% | 159.65%-158.2pp | 10.68%-9.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $4,547 | $1,708+166.2% | $3,587+26.8% | $1,899+139.5% |
| Participant deferral / active EE | $5,078 | $3,165+60.4% | $4,320+17.5% | $3,046+66.7% |
| Admin fee / account holder | -$70 | $89-178.4% | $6,269-101.1% | $91-177.1% |