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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROSSMORE PRIVATE CAPITAL LLC Service code 13 175 CAPITAL BLVD STE 402 · ROCKY HILL, CT 06067 | Contract Administrator | $3,295 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $562 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,994 | $54,573+0.8% | $90,970-39.5% | $73,497-25.2% |
| Participation rate | 38.5% | 61.2%-22.7pp | 69.0%-30.6pp | 70.7%-32.2pp |
| Annual return | 11.88% | 16.69%-4.8pp | 134.60%-122.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,236 | $2,517-11.2% | $3,373-33.7% | $3,740-40.2% |
| Admin fee / account holder | $49 | $521-90.5% | $5,961-99.2% | $513-90.4% |