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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 3136 WINTON RD S., SUITE 300 · ROCHESTER, NY 14623 | Accounting | $5,800 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,299 | $48,064-74.4% | $78,778-84.4% | $69,631-82.3% |
| Participation rate | 63.5% | 61.6%+1.9pp | 69.2%-5.7pp | 70.7%-7.2pp |
| Annual return | 21.43% | 21.81%-0.4pp | 35.62%-14.2pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $1,025 | $744+37.8% | $1,986-48.4% | $2,032-49.6% |
| Participant deferral / active EE | $1,696 | $2,079-18.4% | $2,958-42.7% | $3,224-47.4% |
| Admin fee / account holder | $34 | $152-77.8% | $5,134-99.3% | $110-69.5% |