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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Service code 15 · EIN 96-6817943 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,316 | $58,093-39.2% | $80,022-55.9% | $56,289-37.3% |
| Participation rate | 54.3% | 73.6%-19.3pp | 75.8%-21.5pp | 69.9%-15.5pp |
| Annual return | 13.21% | 34.63%-21.4pp | 11.22%+2.0pp | -9.96%+23.2pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,095 | $3,136-33.2% | $3,686-43.2% | $3,350-37.5% |
| Admin fee / account holder | $15 | $623-97.7% | $6,521-99.8% | $521-97.2% |