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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $13,276 |
TRISTAR PENSION LTD1 year Service code 10 · EIN 75-1553813 | Accounting | $5,620 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES COPORATION Service code 17 | Pension Consulting | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,827 | $52,293-96.5% | $178,498-99.0% | $73,412-97.5% |
| Participation rate | 41.6% | 65.3%-23.8pp | 81.9%-40.4pp | 72.2%-30.6pp |
| Annual return | 18.67% | 34.75%-16.1pp | 151.09%-132.4pp | 59.30%-40.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $408 | $2,332-82.5% | $5,202-92.2% | $3,806-89.3% |
| Admin fee / account holder | $29 | $127-76.9% | $13,985-99.8% | $158-81.4% |