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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP, LLC Service code 28 · EIN 46-4255096 6720 B ROCKLEDGE DRIVE, SUITE 400 · BETHESDA, MD 20817 | Investment Management | $17,666 |
BRINKER CAPITAL2 years Service code 28 · EIN 22-2799756 1055 WESTLAKE DRIVE, SUITE 250 · BERWYN, PA 19312 | Investment Management | $11,652 |
Service code 15 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Recordkeeping | $11,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,388 | $80,753-63.6% | $136,298-78.4% | $62,293-52.8% |
| Participation rate | 64.4% | 73.5%-9.1pp | 81.9%-17.5pp | 69.5%-5.1pp |
| Annual return | 23.62% | 35.83%-12.2pp | 5156.27%-5132.7pp | 28.90%-5.3pp |
| Employer contribution / active EE | $1,901 | $2,884-34.1% | $4,696-59.5% | $2,042-6.9% |
| Participant deferral / active EE | $5,140 | $5,164-0.5% | $6,247-17.7% | $3,169+62.2% |
| Admin fee / account holder | $246 | $525-53.1% | $9,244-97.3% | $479-48.6% |