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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $725 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 10 · EIN 64-0765749 4 RIVER BEND PLACE · JACKSON, MS 39232 | Accounting | $300 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,046 | $69,383-72.6% | $101,271-81.2% | $73,493-74.1% |
| Participation rate | 29.2% | 68.4%-39.2pp | 75.8%-46.6pp | 70.7%-41.5pp |
| Annual return | 34.18% | 18.46%+15.7pp | 46.48%-12.3pp | 28.51%+5.7pp |
| Employer contribution / active EE | $945 | $2,628-64.0% | $3,660-74.2% | $2,270-58.4% |
| Participant deferral / active EE | $1,323 | $3,301-59.9% | $4,371-69.7% | $3,740-64.6% |
| Admin fee / account holder | $23 | $704-96.7% | $5,948-99.6% | $513-95.5% |