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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,903 | $65,904-68.3% | $160,784-87.0% | $79,634-73.8% |
| Participation rate | 33.0% | 56.2%-23.2pp | 77.0%-44.0pp | 62.5%-29.5pp |
| Annual return | 22.90% | 20.16%+2.7pp | 1803.92%-1781.0pp | 36.46%-13.6pp |
| Employer contribution / active EE | $108 | $1,805-94.0% | $3,733-97.1% | $2,529-95.7% |
| Participant deferral / active EE | $1,587 | $3,692-57.0% | $6,293-74.8% | $3,835-58.6% |
| Admin fee / account holder | $27 | $965-97.2% | $9,717-99.7% | $1,002-97.3% |