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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,094 |
PASI, LLC3 years Filed as: PASI Service code 13 · EIN 26-1407927 | Contract Administrator | $10,700 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,495 | $49,471-36.3% | $79,583-60.4% | $66,949-53.0% |
| Participation rate | 46.3% | 61.4%-15.1pp | 69.5%-23.2pp | 69.8%-23.5pp |
| Annual return | -14.15% | 84.30%-98.5pp | 0.16%-14.3pp | 1.57%-15.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,892 | $3,160-40.1% | $3,986-52.5% | $4,239-55.4% |
| Admin fee / account holder | $107 | $595-81.9% | $6,835-98.4% | $594-81.9% |