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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $25,996 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $19,330 |
BRINKER CAPITAL4+ years Filed as: BRINKER CAPITAL, INC. Service code 15 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Recordkeeping | $12,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,054 | $73,102-53.4% | $123,549-72.4% | $56,287-39.5% |
| Participation rate | 42.6% | 74.3%-31.8pp | 82.3%-39.7pp | 69.9%-27.3pp |
| Annual return | -6.35% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,122 | $2,977-62.3% | $4,628-75.7% | $2,111-46.8% |
| Participant deferral / active EE | $4,095 | $5,423-24.5% | $6,426-36.3% | $3,350+22.2% |
| Admin fee / account holder | $381 | $554-31.2% | $9,284-95.9% | $521-26.9% |