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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: AMERICAN FUNDS DIRECT Service code 15 · EIN 95-6817943 | Recordkeeping | $29,509 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $733 |
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.)
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 | $38,276 | $51,620-25.9% | $90,304-57.6% | $65,185-41.3% |
| Participation rate | 51.0% | 68.6%-17.6pp | 73.3%-22.3pp | 70.2%-19.2pp |
| Annual return | 19.91% | 24.94%-5.0pp | 78.13%-58.2pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,096 | $2,235-51.0% | $2,855-61.6% | $2,177-49.7% |
| Participant deferral / active EE | $2,058 | $2,871-28.3% | $3,885-47.0% | $3,514-41.4% |
| Admin fee / account holder | $367 | $384-4.6% | $5,354-93.1% | $847-56.7% |