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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP Service code 19 | Securities Custodian | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 19 · EIN 82-4555287 | Securities Custodian | $0 |
DEFINITI LLC4 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 | $18,023 | $65,390-72.4% | $169,385-89.4% | $71,495-74.8% |
| Participation rate | 39.1% | 67.0%-27.9pp | 77.2%-38.1pp | 67.9%-28.8pp |
| Annual return | 19.05% | 21.31%-2.3pp | 405.82%-386.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $115 | $2,079-94.5% | $4,012-97.1% | $2,589-95.6% |
| Participant deferral / active EE | $1,715 | $4,367-60.7% | $6,221-72.4% | $4,291-60.0% |
| Admin fee / account holder | $48 | $1,324-96.4% | $9,011-99.5% | $1,588-97.0% |