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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $553 |
RETIREMENT SOLUTION GROUP4+ years Service code 13 · EIN 20-2668095 | Contract Administrator | $500 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,975 | $62,928-49.2% | $172,752-81.5% | $67,579-52.7% |
| Participation rate | 29.1% | 64.5%-35.3pp | 82.6%-53.5pp | 71.3%-42.2pp |
| Annual return | 7.37% | 30.36%-23.0pp | 802.97%-795.6pp | 378.56%-371.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $269 | $2,145-87.5% | $5,198-94.8% | $3,539-92.4% |
| Admin fee / account holder | $2 | $167-98.7% | $13,955-100.0% | $142-98.4% |