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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $33,029 |
Service code 26 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Participants) | $29,993 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $22,817 |
Service code 27 PO BOX 3181 · MILWAUKEE, WI 532013181 | Advisory (Plan) | $11,670 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,306 | $75,388-66.4% | $123,552-79.5% | $55,725-54.6% |
| Participation rate | 37.3% | 75.7%-38.4pp | 82.3%-45.0pp | 70.9%-33.5pp |
| Annual return | -1.17% | 4.48%-5.7pp | 119.20%-120.4pp | 244.93%-246.1pp |
| Employer contribution / active EE | $441 | $3,063-85.6% | $4,628-90.5% | $2,078-78.8% |
| Participant deferral / active EE | $1,504 | $5,651-73.4% | $6,426-76.6% | $3,356-55.2% |
| Admin fee / account holder | $193 | $120+61.2% | $9,285-97.9% | $115+67.6% |