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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 3221 COLLINSWORTH ST · FORT WORTH, TX 761075739 | Other Fees | $11,230 |
Service code 10 · EIN 13-3367751 | Accounting | $7,461 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,450 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,095 | $76,551-12.4% | $123,894-45.8% | $62,881+6.7% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | -11.16% | 18.68%-29.8pp | 47.52%-58.7pp | 20.14%-31.3pp |
| Employer contribution / active EE | $2,437 | $2,882-15.5% | $4,617-47.2% | $2,281+6.8% |
| Participant deferral / active EE | $11,040 | $4,840+128.1% | $5,984+84.5% | $3,203+244.7% |
| Admin fee / account holder | $360 | $4,826-92.5% | $8,357-95.7% | $4,296-91.6% |