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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL BANK & TRUST-AMERICAN FUNDS Service code 52 · EIN 95-6817643 | Indirect Investment Fees | $0 |
Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
TSVETANOV CPA, PLLC1 year Service code 10 · EIN 45-4255756 | Accounting | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,170 | $63,924-65.3% | $108,582-79.6% | $55,167-59.8% |
| Participation rate | 38.5% | 74.3%-35.9pp | 79.6%-41.1pp | 69.0%-30.5pp |
| Annual return | 6.90% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $569 | $1,879-69.7% | $3,758-84.9% | $1,963-71.0% |
| Participant deferral / active EE | $881 | $3,067-71.3% | $4,311-79.6% | $3,054-71.1% |
| Admin fee / account holder | $1 | $618-99.8% | $7,645-100.0% | $504-99.7% |