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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THIRD PARTY ADMINISTRATORS INC. Service code 13 2 EXECUTIVE DR. · BEDFORD, NH 03110 | Contract Administrator | $3,764 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,959 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,358 | $77,920-82.9% | $149,723-91.1% | $75,177-82.2% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 7.94% | 31.72%-23.8pp | 134.50%-126.6pp | 160.75%-152.8pp |
| Employer contribution / active EE | $757 | $3,138-75.9% | $4,821-84.3% | $2,671-71.7% |
| Participant deferral / active EE | $653 | $3,411-80.9% | $5,682-88.5% | $4,126-84.2% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |