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| Provider | Service type | Compensation |
|---|---|---|
BEASLEY & COMPANY1 year Service code 13 · EIN 73-1412334 2626 EAST 21ST STREET SUITE 1 · TULSA, OK 74114 | Contract Administrator | $11,724 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,590 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST Service code 18 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Custodial (other than securities); Fl... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,650 | $56,171-66.8% | $108,745-82.8% | $55,167-66.2% |
| Participation rate | 57.0% | 70.7%-13.7pp | 77.7%-20.7pp | 69.0%-12.0pp |
| Annual return | 3.17% | 214.86%-211.7pp | 46.22%-43.1pp | 169.23%-166.1pp |
| Employer contribution / active EE | $1,350 | $2,153-37.3% | $3,323-59.4% | $1,963-31.2% |
| Participant deferral / active EE | $1,883 | $3,437-45.2% | $5,121-63.2% | $3,054-38.3% |
| Admin fee / account holder | $166 | $302-44.8% | $6,144-97.3% | $504-67.0% |