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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 10 · EIN 95-6817943 | Accounting | $1,325 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 15 · EIN 82-1371994 | Recordkeeping | $614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,122 | $76,669-86.8% | $96,520-89.5% | $71,495-85.8% |
| Participation rate | 66.4% | 66.6%-0.2pp | 74.3%-7.9pp | 67.9%-1.5pp |
| Annual return | 18.75% | 48.29%-29.5pp | 35.72%-17.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $751 | $3,031-75.2% | $3,739-79.9% | $2,589-71.0% |
| Participant deferral / active EE | $1,775 | $3,771-52.9% | $4,879-63.6% | $4,291-58.6% |
| Admin fee / account holder | $10 | $2,028-99.5% | $6,733-99.8% | $1,588-99.3% |