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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1065416 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $2,818 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,857 | $46,173-28.8% | $170,435-80.7% | $69,631-52.8% |
| Participation rate | 51.0% | 63.9%-12.9pp | 83.6%-32.6pp | 70.7%-19.7pp |
| Annual return | 17.94% | 21.62%-3.7pp | 205.94%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $491 | $1,610-69.5% | $5,432-91.0% | $2,032-75.8% |
| Participant deferral / active EE | $966 | $2,080-53.6% | $4,939-80.4% | $3,224-70.0% |
| Admin fee / account holder | $36 | $116-68.9% | $13,881-99.7% | $110-67.4% |