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| Provider | Service type | Compensation |
|---|---|---|
STONEX SECURITIES INC1 year Service code 27 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Advisory (Plan) | $81,867 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,199 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $400,353 | $88,203+353.9% | $165,100+142.5% | $74,478+437.5% |
| Participation rate | 89.1% | 73.1%+15.9pp | 78.6%+10.4pp | 67.2%+21.8pp |
| Annual return | 14.47% | 17.13%-2.7pp | 70.21%-55.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $788 | $2,235-64.7% | $12,696-93.8% | $1,946-59.5% |