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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 15 · EIN 96-6817943 | Recordkeeping | $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,421 | $56,640-53.4% | $78,002-66.1% | $55,167-52.1% |
| Participation rate | 54.1% | 73.3%-19.3pp | 75.5%-21.5pp | 69.0%-14.9pp |
| Annual return | -1.21% | 2868.48%-2869.7pp | 425.99%-427.2pp | 169.23%-170.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,261 | $2,778-54.6% | $3,497-63.9% | $3,054-58.7% |
| Admin fee / account holder | $43 | $467-90.7% | $5,481-99.2% | $504-91.4% |