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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,195 |
AMERICAN FUNDS4 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $16,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,662 | $101,591-78.7% | $147,096-85.3% | $74,429-70.9% |
| Participation rate | 64.1% | 75.5%-11.5pp | 82.2%-18.1pp | 67.2%-3.1pp |
| Annual return | 20.56% | 8746.45%-8725.9pp | 419.75%-399.2pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $1,964 | $3,813-48.5% | $4,936-60.2% | $2,625-25.2% |
| Participant deferral / active EE | $4,508 | $7,302-38.3% | $8,071-44.2% | $4,348+3.7% |
| Admin fee / account holder | $157 | $1,750-91.0% | $13,005-98.8% | $1,944-91.9% |