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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP Service code 19 | Securities Custodian | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 19 · EIN 82-4555287 | Securities Custodian | $0 |
DEFINITI LLC3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,776 | $59,105-78.4% | $160,009-92.0% | $66,938-80.9% |
| Participation rate | 39.0% | 68.1%-29.1pp | 78.0%-39.0pp | 69.8%-30.8pp |
| Annual return | -17.20% | -12.26%-4.9pp | 408.85%-426.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $101 | $1,983-94.9% | $4,225-97.6% | $2,545-96.0% |
| Participant deferral / active EE | $1,630 | $4,395-62.9% | $6,183-73.6% | $4,238-61.5% |
| Admin fee / account holder | $33 | $591-94.4% | $8,715-99.6% | $594-94.4% |