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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,064 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETERANS MEMORIAL HWY STE 420 · HOLBROOK, NY 11741 | Advisory (Plan) | $10,936 |
NOVEM GROUP1 year Filed as: NOVEM GROUP INC Service code 27 350 LINDEN OAKS STE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $3,676 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,398 | $100,801-73.8% | $149,730-82.4% | $73,412-64.0% |
| Participation rate | 46.2% | 77.7%-31.4pp | 82.5%-36.2pp | 72.2%-25.9pp |
| Annual return | 18.52% | 265.34%-246.8pp | 276.70%-258.2pp | 59.30%-40.8pp |
| Employer contribution / active EE | $264 | $3,312-92.0% | $4,645-94.3% | $2,234-88.2% |
| Participant deferral / active EE | $2,073 | $6,404-67.6% | $6,843-69.7% | $3,806-45.5% |
| Admin fee / account holder | $184 | $181+1.8% | $9,310-98.0% | $158+16.6% |