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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-5319494 5845 WIDEWATERS PARKWAY · EAST SYRACUSE, NY 13057 | Advisory (Plan) | $35,944 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-6817946 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $25,514 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,345 | $88,890-27.6% | $102,423-37.2% | $77,643-17.1% |
| Participation rate | 48.3% | 80.9%-32.6pp | 76.5%-28.2pp | 70.6%-22.3pp |
| Annual return | 13.73% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,204 | $2,698-55.4% | $3,023-60.2% | $2,726-55.8% |
| Participant deferral / active EE | $2,018 | $5,145-60.8% | $5,053-60.1% | $4,647-56.6% |
| Admin fee / account holder | $241 | $235+2.4% | $9,451-97.4% | $430-44.0% |