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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,586 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $30,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,310 | $95,438-69.3% | $135,982-78.4% | $74,473-60.6% |
| Participation rate | 47.8% | 78.2%-30.4pp | 81.9%-34.1pp | 70.7%-23.0pp |
| Annual return | 38.98% | 32.61%+6.4pp | 68.32%-29.3pp | 34.36%+4.6pp |
| Employer contribution / active EE | $1,920 | $3,878-50.5% | $4,859-60.5% | $2,638-27.2% |
| Participant deferral / active EE | $3,725 | $7,790-52.2% | $7,760-52.0% | $4,530-17.8% |
| Admin fee / account holder | $194 | $259-25.2% | $10,767-98.2% | $347-44.2% |