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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,500 | $77,660-16.9% | $109,143-40.9% | $79,386-18.8% |
| Participation rate | 47.8% | 67.8%-20.0pp | 75.9%-28.1pp | 70.7%-22.9pp |
| Annual return | 16.02% | 23.44%-7.4pp | 25.75%-9.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $263 | $2,797-90.6% | $3,722-92.9% | $2,427-89.2% |
| Participant deferral / active EE | $1,994 | $3,518-43.3% | $4,653-57.2% | $4,046-50.7% |
| Admin fee / account holder | $269 | $732-63.3% | $6,752-96.0% | $626-57.1% |