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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,833 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 · EIN 26-4310632 | Other Services | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,544 | $40,174+23.3% | $84,021-41.0% | $67,579-26.7% |
| Participation rate | 51.5% | 62.7%-11.2pp | 69.0%-17.5pp | 71.3%-19.8pp |
| Annual return | 21.35% | 25.82%-4.5pp | 71.32%-50.0pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,651 | $808+104.5% | $1,984-16.8% | $2,148-23.1% |
| Participant deferral / active EE | $2,861 | $2,301+24.3% | $3,239-11.7% | $3,539-19.2% |
| Admin fee / account holder | $19 | $128-85.3% | $6,102-99.7% | $142-86.7% |