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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT Service code 64 PLAN SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $3,058 |
Service code 13 · EIN 20-8154051 420 W. GRAND AVE. · CHICAGO, IL 60654 | Contract Administrator | $958 |
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.
Employer 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 | $20,274 | $100,801-79.9% | $149,745-86.5% | $73,412-72.4% |
| Participation rate | 37.8% | 77.7%-39.9pp | 82.5%-44.7pp | 72.2%-34.4pp |
| Annual return | 19.85% | 265.34%-245.5pp | 276.72%-256.9pp | 59.30%-39.4pp |
| Employer contribution / active EE | $144 | $3,312-95.7% | $4,646-96.9% | $2,234-93.6% |
| Participant deferral / active EE | $1,055 | $6,404-83.5% | $6,843-84.6% | $3,806-72.3% |
| Admin fee / account holder | $31 | $181-83.0% | $9,312-99.7% | $158-80.5% |