Filed November 21, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 595 S FEDERAL HWY STE 500 · BOCA RATON, FL 33432 | Advisory (Plan) | $9,922 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,874 | $37,196+18.0% | $154,108-71.5% | $55,725-21.3% |
| Participation rate | 20.7% | 64.1%-43.4pp | 83.0%-62.4pp | 70.9%-50.2pp |
| Annual return | -3.85% | 1319.68%-1323.5pp | 735.21%-739.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $401 | $1,614-75.1% | $5,298-92.4% | $2,078-80.7% |
| Participant deferral / active EE | $1,003 | $2,068-51.5% | $5,081-80.2% | $3,356-70.1% |
| Admin fee / account holder | $54 | $102-47.0% | $13,411-99.6% | $115-53.2% |