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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESERACH AND MGMT CO Service code 12 · EIN 95-6817943 PO BOX 659530 · SAN ANTONIO, TX 782659530 | Direct payment from the plan; Recordk... | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,101 | $55,453-38.5% | $170,435-80.0% | $62,293-45.3% |
| Participation rate | 29.9% | 66.4%-36.4pp | 83.6%-53.7pp | 69.5%-39.6pp |
| Annual return | 17.49% | 21.38%-3.9pp | 205.94%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $165 | $2,164-92.4% | $5,432-97.0% | $2,042-91.9% |
| Participant deferral / active EE | $752 | $2,303-67.3% | $4,939-84.8% | $3,169-76.3% |
| Admin fee / account holder | $2 | $455-99.5% | $13,881-100.0% | $479-99.5% |