Filed August 10, 2026
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP Service code 19 | Securities Custodian | $0 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 19 · EIN 82-4555287 | Securities Custodian | $0 |
DEFINITI LLC6 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,903 | $71,964-71.0% | $167,512-87.5% | $85,563-75.6% |
| Participation rate | 33.0% | 61.0%-28.0pp | 77.1%-44.1pp | 66.0%-33.0pp |
| Annual return | 22.90% | 18.83%+4.1pp | 1615.79%-1592.9pp | 31.51%-8.6pp |
| Employer contribution / active EE | $108 | $1,875-94.3% | $3,882-97.2% | $2,654-95.9% |
| Participant deferral / active EE | $1,587 | $4,110-61.4% | $6,405-75.2% | $4,375-63.7% |
| Admin fee / account holder | $27 | $815-96.7% | $9,769-99.7% | $834-96.8% |