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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS RKD Service code 21 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Bank Trustee | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,318 | $52,967-48.4% | $172,753-84.2% | $65,186-58.1% |
| Participation rate | 22.8% | 66.2%-43.4pp | 82.6%-59.8pp | 70.2%-47.4pp |
| Annual return | 20.25% | 30.12%-9.9pp | 803.00%-782.8pp | 29.39%-9.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $711 | $2,471-71.2% | $5,198-86.3% | $3,514-79.8% |
| Admin fee / account holder | $43 | $472-90.8% | $13,956-99.7% | $847-94.9% |