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| Provider | Service type | Compensation |
|---|---|---|
NBS1 year Service code 13 430 W 7TH STREET, STE 219006 · KANSAS CITY, MO 641051407 | Contract Administrator | $6,443 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SRVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $237 |
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.
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 | $40,008 | $130,294-69.3% | $170,057-76.5% | $71,529-44.1% |
| Participation rate | 85.9% | 86.2%-0.2pp | 87.0%-1.1pp | 67.9%+18.0pp |
| Annual return | 22.48% | 20.36%+2.1pp | 53.42%-30.9pp | 28.97%-6.5pp |
| Employer contribution / active EE | $1,456 | $4,385-66.8% | $6,790-78.6% | $2,590-43.8% |
| Participant deferral / active EE | $6,672 | $6,928-3.7% | $10,411-35.9% | $4,291+55.5% |
| Admin fee / account holder | $15 | $966-98.5% | $12,826-99.9% | $1,588-99.1% |