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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: THE CAPITAL GROUP INVT ADV SERVICES Service code 27 · EIN 46-4255096 | Advisory (Plan) | $14,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,532 | $75,183-72.7% | $123,894-83.4% | $55,167-62.8% |
| Participation rate | 77.2% | 72.8%+4.4pp | 81.4%-4.2pp | 69.0%+8.2pp |
| Annual return | 62.85% | 19.01%+43.8pp | 47.52%+15.3pp | 169.23%-106.4pp |
| Employer contribution / active EE | $1,080 | $2,823-61.8% | $4,617-76.6% | $1,963-45.0% |
| Participant deferral / active EE | $4,114 | $5,084-19.1% | $5,984-31.3% | $3,054+34.7% |
| Admin fee / account holder | $80 | $663-87.9% | $8,357-99.0% | $504-84.1% |