Filed December 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $56,951 |
PASI, LLC2+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $21,569 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,882 | $46,173-61.3% | $170,439-89.5% | $69,631-74.3% |
| Participation rate | 50.4% | 63.9%-13.5pp | 83.6%-33.2pp | 70.7%-20.3pp |
| Annual return | 10.17% | 21.62%-11.5pp | 205.94%-195.8pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,118 | $2,080+1.8% | $4,939-57.1% | $3,224-34.3% |
| Admin fee / account holder | $209 | $116+80.3% | $13,881-98.5% | $110+89.3% |