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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Service code 15 · EIN 95-6817943 P O BOX 6040 · INDIANAPLIS, IN 462066040 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,274 | $51,197+0.2% | $82,726-38.0% | $66,923-23.4% |
| Participation rate | 34.0% | 67.8%-33.8pp | 72.6%-38.6pp | 69.8%-35.8pp |
| Annual return | -11.93% | -9.64%-2.3pp | 701.33%-713.3pp | 1.58%-13.5pp |
| Employer contribution / active EE | $865 | $2,611-66.9% | $3,009-71.2% | $2,545-66.0% |
| Participant deferral / active EE | $1,442 | $3,458-58.3% | $4,394-67.2% | $4,237-66.0% |
| Admin fee / account holder | $24 | $416-94.1% | $5,328-99.5% | $593-95.9% |