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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $15,804 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE Service code 13 PO BOX 478 · NORTH HAVEN, CT 06473 | Contract Administrator | $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.
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 | $31,208 | $49,138-36.5% | $84,021-62.9% | $65,185-52.1% |
| Participation rate | 22.1% | 60.7%-38.6pp | 69.0%-46.9pp | 70.2%-48.1pp |
| Annual return | 19.87% | 23.00%-3.1pp | 71.32%-51.4pp | 29.38%-9.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $740 | $2,397-69.1% | $3,239-77.2% | $3,514-78.9% |
| Admin fee / account holder | $238 | $543-56.2% | $6,102-96.1% | $847-71.9% |