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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,701 |
PASI, LLC8+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $6,992 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,417 | $71,142-44.6% | $119,622-67.0% | $64,819-39.2% |
| Participation rate | 61.2% | 78.6%-17.4pp | 79.3%-18.1pp | 71.5%-10.3pp |
| Annual return | -6.98% | -10.01%+3.0pp | -14.98%+8.0pp | 32.84%-39.8pp |
| Employer contribution / active EE | $538 | $2,497-78.5% | $4,232-87.3% | $2,507-78.5% |
| Participant deferral / active EE | $3,356 | $4,490-25.2% | $5,601-40.1% | $4,311-22.1% |
| Admin fee / account holder | $49 | $162-69.9% | $10,328-99.5% | $188-74.0% |