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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Filed as: SIEGEL ACTUARIAL CONSULTING, INC Service code 13 · EIN 65-1279994 420 COMMONWEALTH DR SUITE 101 · WARRENDALE, PA 15086 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,605 | $65,322-54.7% | $70,476-58.0% | $73,493-59.7% |
| Participation rate | 17.7% | 77.0%-59.2pp | 75.1%-57.3pp | 70.7%-53.0pp |
| Annual return | 18.39% | 15.71%+2.7pp | 109.12%-90.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $407 | $2,460-83.4% | $2,738-85.1% | $2,270-82.1% |
| Participant deferral / active EE | $725 | $3,375-78.5% | $3,710-80.4% | $3,740-80.6% |
| Admin fee / account holder | $23 | $214-89.4% | $3,847-99.4% | $513-95.6% |