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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,955 |
Service code 10 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Accounting | $1,550 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $260 |
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.
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 | $14,741 | $58,888-75.0% | $178,499-91.7% | $73,493-79.9% |
| Participation rate | 39.7% | 66.2%-26.5pp | 81.9%-42.2pp | 70.7%-31.0pp |
| Annual return | 14.79% | 24.86%-10.1pp | 151.10%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $428 | $2,236-80.9% | $5,011-91.5% | $2,270-81.2% |
| Participant deferral / active EE | $649 | $2,568-74.7% | $5,202-87.5% | $3,740-82.6% |
| Admin fee / account holder | $25 | $400-93.7% | $13,986-99.8% | $513-95.1% |