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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY6 years Service code 27 10151 CARVER RD · CINCINNATI, OH 45242 | Advisory (Plan) | $4,197 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 27 PO BOX 9500 · SPINGFIELD, MA 011029500 | Advisory (Plan) | $3,807 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $350 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,037 | $60,989-49.1% | $60,919-49.1% | $66,949-53.6% |
| Participation rate | 26.1% | 74.5%-48.3pp | 73.1%-47.0pp | 69.8%-43.7pp |
| Annual return | -16.11% | -9.60%-6.5pp | 16.96%-33.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $359 | $2,661-86.5% | $2,704-86.7% | $2,545-85.9% |
| Participant deferral / active EE | $957 | $3,615-73.5% | $3,814-74.9% | $4,239-77.4% |
| Admin fee / account holder | $142 | $338-58.2% | $3,228-95.6% | $594-76.1% |