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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 PO BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $300 |
Filed as: COMMONWEALTH FINANCIAL GROUP Service code 27 43 CONSTITUTION DRIVE SUITE 201 · BEDFORD, NH 03110 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,786 | $65,322-65.1% | $70,462-67.7% | $73,493-69.0% |
| Participation rate | 67.0% | 77.0%-10.0pp | 75.1%-8.1pp | 70.7%-3.7pp |
| Annual return | 7.72% | 15.71%-8.0pp | 109.08%-101.4pp | 28.51%-20.8pp |
| Employer contribution / active EE | $1,289 | $2,460-47.6% | $2,737-52.9% | $2,270-43.2% |
| Participant deferral / active EE | $2,707 | $3,375-19.8% | $3,710-27.0% | $3,740-27.6% |
| Admin fee / account holder | $10 | $214-95.5% | $3,845-99.8% | $513-98.1% |