See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
WALKER BENEFITS, LLC1 year Service code 13 · EIN 32-0453512 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $5,818 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,497 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-1411037 12711 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Indirect Investment Fees | $905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,691 | $44,873-38.3% | $79,464-65.2% | $56,287-50.8% |
| Participation rate | 52.4% | 68.7%-16.3pp | 73.3%-20.9pp | 69.9%-17.4pp |
| Annual return | -0.90% | 0.81%-1.7pp | 718.14%-719.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $833 | $2,140-61.1% | $2,800-70.3% | $2,111-60.6% |
| Participant deferral / active EE | $1,113 | $2,746-59.5% | $3,704-69.9% | $3,350-66.8% |
| Admin fee / account holder | $182 | $418-56.4% | $5,113-96.4% | $521-65.0% |