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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $2,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,391 | $44,425-94.6% | $67,834-96.5% | $55,167-95.7% |
| Participation rate | 57.9% | 59.7%-1.8pp | 68.8%-10.9pp | 69.0%-11.1pp |
| Annual return | 7.35% | 17.80%-10.4pp | 138.47%-131.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,098 | $2,166-49.3% | $3,160-65.2% | $3,054-64.0% |
| Admin fee / account holder | $27 | $530-94.8% | $4,622-99.4% | $504-94.6% |