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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-1735188 2090 LINGLESTOWN ROAD · HARRISBURG, PA 17110 | Contract Administrator | $175 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELOS, CA 90071 | Recordkeeping Fees | $75 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,980 | $80,753-44.3% | $136,294-67.0% | $62,292-27.8% |
| Participation rate | 33.6% | 73.5%-39.9pp | 81.9%-48.3pp | 69.5%-35.9pp |
| Annual return | 16.39% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,859 | $5,164-64.0% | $6,247-70.2% | $3,169-41.3% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.8% |