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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-1411037 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,200 | $35,183+39.8% | $73,550-33.1% | $70,126-29.8% |
| Participation rate | 34.4% | 42.9%-8.5pp | 54.9%-20.5pp | 69.5%-35.1pp |
| Annual return | 18.53% | 26.90%-8.4pp | -15.16%+33.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $350 | $709-50.6% | $1,219-71.3% | $2,343-85.1% |
| Participant deferral / active EE | $849 | $1,220-30.4% | $1,804-52.9% | $3,332-74.5% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |