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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $1,850 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 19 · EIN 82-4555287 | Securities Custodian | $400 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 19 | Securities Custodian | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,024 | $62,132-74.2% | $185,835-91.4% | $73,493-78.2% |
| Participation rate | 41.8% | 67.8%-26.0pp | 78.0%-36.3pp | 70.7%-28.9pp |
| Annual return | 25.83% | 20.44%+5.4pp | 35.96%-10.1pp | 28.51%-2.7pp |
| Employer contribution / active EE | $129 | $1,681-92.4% | $4,087-96.9% | $2,270-94.3% |
| Participant deferral / active EE | $1,646 | $3,711-55.6% | $5,633-70.8% | $3,740-56.0% |
| Admin fee / account holder | $31 | $419-92.6% | $9,502-99.7% | $513-94.0% |