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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Service code 64 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,506 | $69,383-12.8% | $101,275-40.3% | $73,497-17.7% |
| Participation rate | 46.6% | 68.4%-21.7pp | 75.8%-29.2pp | 70.7%-24.1pp |
| Annual return | 19.60% | 18.46%+1.1pp | 46.48%-26.9pp | 28.51%-8.9pp |
| Employer contribution / active EE | $514 | $2,628-80.4% | $3,660-85.9% | $2,270-77.3% |
| Participant deferral / active EE | $1,923 | $3,301-41.7% | $4,371-56.0% | $3,740-48.6% |
| Admin fee / account holder | $204 | $704-71.1% | $5,948-96.6% | $513-60.3% |