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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,353 | $88,083+354.5% | $164,813+142.9% | $74,495+437.4% |
| Participation rate | 89.1% | 73.0%+16.0pp | 78.6%+10.4pp | 67.2%+21.9pp |
| Annual return | 14.47% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $788 | $2,234-64.7% | $12,690-93.8% | $1,942-59.4% |