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| Provider | Service type | Compensation |
|---|---|---|
UNITED BENEFIT PENSIONS INC.3+ years Service code 13 · EIN 36-4517541 | Contract Administrator | $350 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $175 |
CASTLE ROCK INVESTMENT COMPANY3+ years Filed as: CASTLE FINANCIAL ADVISORS, LLC Service code 49 145 MARCUS BLVD. · HAUPPAUGE, NY 11788 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,524 | $50,637-35.8% | $86,582-62.4% | $62,293-47.8% |
| Participation rate | 42.9% | 67.9%-25.0pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 14.12% | 20.80%-6.7pp | 965.08%-951.0pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,063 | $2,075-48.8% | $2,839-62.6% | $2,042-48.0% |
| Participant deferral / active EE | $1,514 | $2,611-42.0% | $3,609-58.0% | $3,169-52.2% |
| Admin fee / account holder | $5 | $413-98.8% | $4,904-99.9% | $479-99.0% |