Filed September 21, 2018 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,147 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRV Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,533 | $80,748-25.0% | $102,383-40.9% | $74,429-18.7% |
| Participation rate | 51.0% | 65.7%-14.7pp | 74.5%-23.5pp | 67.2%-16.3pp |
| Annual return | 13.07% | 27.57%-14.5pp | 24.94%-11.9pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,936 | $3,159-38.7% | $3,870-50.0% | $2,625-26.2% |
| Participant deferral / active EE | $3,282 | $3,861-15.0% | $5,060-35.1% | $4,348-24.5% |
| Admin fee / account holder | $36 | $2,371-98.5% | $8,391-99.6% | $1,944-98.1% |