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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP Service code 19 | Securities Custodian | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 19 · EIN 82-4555287 | Securities Custodian | $0 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,604 | $73,459-76.0% | $178,528-90.1% | $74,429-76.3% |
| Participation rate | 48.6% | 66.5%-17.9pp | 77.1%-28.5pp | 67.2%-18.6pp |
| Annual return | 13.29% | 17.50%-4.2pp | 27.11%-13.8pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $169 | $2,219-92.4% | $3,950-95.7% | $2,625-93.6% |
| Participant deferral / active EE | $2,795 | $4,515-38.1% | $6,278-55.5% | $4,348-35.7% |
| Admin fee / account holder | $21 | $1,812-98.9% | $10,419-99.8% | $1,944-98.9% |