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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $625 |
Filed as: LINCOLN INVESTMENT PLANNING, INC Service code 63 | 12b-1 Fees | $0 |
Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 63 · EIN 23-1702591 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,147 | $95,406-34.9% | $185,849-66.6% | $85,847-27.6% |
| Participation rate | 46.6% | 68.8%-22.2pp | 81.7%-35.1pp | 69.3%-22.7pp |
| Annual return | 213.12% | 23.59%+189.5pp | 122.10%+91.0pp | 318.61%-105.5pp |
| Employer contribution / active EE | $856 | $3,314-74.2% | $5,169-83.4% | $2,565-66.6% |
| Participant deferral / active EE | $1,999 | $3,424-41.6% | $5,569-64.1% | $3,952-49.4% |
| Admin fee / account holder | $9 | $7,214-99.9% | $16,244-99.9% | $6,261-99.9% |