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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTH EASTERN EMPLOYEE BENEFIT Service code 13 · EIN 20-5923747 1175 JOHN ST · WEST HENRIETTA, NY 145869102 | Contract Administrator | $1,650 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,868 | $78,607-41.6% | $105,624-56.6% | $74,478-38.4% |
| Participation rate | 0.0% | 72.8%-72.8pp | 75.3%-75.3pp | 67.2%-67.2pp |
| Annual return | 17.05% | 15.96%+1.1pp | 116.20%-99.2pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $1,643 | $2,523-34.9% | $3,168-48.1% | $2,626-37.4% |
| Participant deferral / active EE | $2,816 | $4,325-34.9% | $5,013-43.8% | $4,350-35.3% |
| Admin fee / account holder | $4 | $2,220-99.8% | $10,961-100.0% | $1,946-99.8% |