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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 51 1220 PONTIAC AVENUE, SUITE 301 · CRANSTON, RI 02920 | Investment Mgmt Fees | $7,067 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,376 | $73,848-94.1% | $143,799-97.0% | $68,486-93.6% |
| Participation rate | 97.9% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -11.54% | 0.91%-12.5pp | -0.04%-11.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,546 | $3,184-51.4% | $4,952-68.8% | $2,597-40.4% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $40 | $5,755-99.3% | $14,677-99.7% | $5,404-99.3% |