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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $45,000 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $14,043 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 9.81% | 1.95%+7.9pp | -0.33%+10.1pp | 10.56%-0.8pp |
| Employer contribution / active EE | $6,452 | $13,608-52.6% | $25,782-75.0% | $13,643-52.7% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |