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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 14-1759450 433 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $7,155 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 COMPANY, INC. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,306 | $55,449-43.5% | $83,831-62.7% | $56,289-44.4% |
| Participation rate | 48.6% | 68.0%-19.4pp | 76.1%-27.6pp | 69.9%-21.3pp |
| Annual return | -7.41% | -1.38%-6.0pp | 850.99%-858.4pp | -9.96%+2.6pp |
| Employer contribution / active EE | $850 | $2,430-65.0% | $3,631-76.6% | $2,111-59.7% |
| Participant deferral / active EE | $2,397 | $2,935-18.3% | $4,082-41.3% | $3,350-28.4% |
| Admin fee / account holder | $1 | $656-99.9% | $5,479-100.0% | $521-99.9% |