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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,145 |
Service code 10 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Accounting | $2,800 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $255 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,597 | $52,961-76.2% | $172,755-92.7% | $65,185-80.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 82.6%-32.6pp | 70.2%-20.2pp |
| Annual return | 18.38% | 30.12%-11.7pp | 802.94%-784.6pp | 29.38%-11.0pp |
| Employer contribution / active EE | $392 | $2,190-82.1% | $5,144-92.4% | $2,177-82.0% |
| Participant deferral / active EE | $638 | $2,471-74.2% | $5,198-87.7% | $3,514-81.8% |
| Admin fee / account holder | $40 | $472-91.6% | $13,955-99.7% | $847-95.3% |